Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$4.56B
2
+$441M
3
+$281M
4
NVDA icon
NVIDIA
NVDA
+$278M
5
MSFT icon
Microsoft
MSFT
+$230M

Top Sells

1
+$2.05B
2
+$1.6B
3
+$284M
4
ITUB icon
Itaú Unibanco
ITUB
+$247M
5
INTU icon
Intuit
INTU
+$160M

Sector Composition

1 Technology 25.35%
2 Financials 19.13%
3 Healthcare 9.52%
4 Industrials 9.41%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDV icon
776
iShares International Select Dividend ETF
IDV
$8.33B
$522K ﹤0.01%
+13,235
OXY icon
777
Occidental Petroleum
OXY
$56.8B
$519K ﹤0.01%
12,629
-1,152
SMTC icon
778
Semtech
SMTC
$9.43B
$516K ﹤0.01%
7,001
-17,068
IYW icon
779
iShares US Technology ETF
IYW
$21.5B
$510K ﹤0.01%
2,555
+13
DEM icon
780
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.7B
$503K ﹤0.01%
+10,761
EIPI
781
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.06B
$498K ﹤0.01%
+25,041
SCHX icon
782
Schwab US Large- Cap ETF
SCHX
$67.8B
$497K ﹤0.01%
18,474
-23,572
SPG icon
783
Simon Property Group
SPG
$65.4B
$496K ﹤0.01%
2,680
+459
HIG icon
784
Hartford Financial Services
HIG
$37.5B
$485K ﹤0.01%
+3,519
RCL icon
785
Royal Caribbean
RCL
$69.4B
$480K ﹤0.01%
1,720
-1,721
CAH icon
786
Cardinal Health
CAH
$47.6B
$477K ﹤0.01%
2,319
+312
CGDV icon
787
Capital Group Dividend Value ETF
CGDV
$32.4B
$476K ﹤0.01%
10,910
+1,908
ALC icon
788
Alcon
ALC
$37B
$474K ﹤0.01%
6,014
+132
SHYG icon
789
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$467K ﹤0.01%
+10,897
IBB icon
790
iShares Biotechnology ETF
IBB
$8.13B
$466K ﹤0.01%
2,763
+563
CME icon
791
CME Group
CME
$102B
$462K ﹤0.01%
1,690
+468
TIP icon
792
iShares TIPS Bond ETF
TIP
$14.7B
$461K ﹤0.01%
4,193
-3,002
SDY icon
793
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$456K ﹤0.01%
+3,273
SPYM
794
State Street SPDR Portfolio S&P 500 ETF
SPYM
$136B
$456K ﹤0.01%
5,678
-2,416
TMUS icon
795
T-Mobile US
TMUS
$201B
$453K ﹤0.01%
2,230
+779
ELV icon
796
Elevance Health
ELV
$77.3B
$452K ﹤0.01%
1,290
-82
TK icon
797
Teekay
TK
$1.16B
$452K ﹤0.01%
50,000
-2,500
LH icon
798
Labcorp
LH
$21.7B
$440K ﹤0.01%
1,754
+24
IUSV icon
799
iShares Core S&P US Value ETF
IUSV
$25.2B
$437K ﹤0.01%
4,261
+1,881
MET icon
800
MetLife
MET
$50.6B
$432K ﹤0.01%
5,472
-1,429
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