Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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 Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$696M
2 +$424M
3 +$402M
4
SAP icon
SAP
SAP
+$354M
5
SPOT icon
Spotify
SPOT
+$353M

Top Sells

1 +$1.91B
2 +$1.3B
3 +$1.04B
4
LLY icon
Eli Lilly
LLY
+$886M
5
JPM icon
JPMorgan Chase
JPM
+$868M

Sector Composition

1 Technology 25.47%
2 Financials 18.4%
3 Industrials 9.35%
4 Healthcare 9.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MXI icon
776
iShares Global Materials ETF
MXI
$229M
$547K ﹤0.01%
6,401
-487
FUN icon
777
Cedar Fair
FUN
$2.71B
$536K ﹤0.01%
17,616
+70
BBLU icon
778
EA Bridgeway Blue Chip ETF
BBLU
$331M
$531K ﹤0.01%
+38,588
GLW icon
779
Corning
GLW
$76.6B
$524K ﹤0.01%
9,959
+30
AEP icon
780
American Electric Power
AEP
$62.2B
$524K ﹤0.01%
5,045
-733
DIA icon
781
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.5B
$523K ﹤0.01%
1,187
+56
IRM icon
782
Iron Mountain
IRM
$31.4B
$520K ﹤0.01%
5,065
-1,092
VCR icon
783
Vanguard Consumer Discretionary ETF
VCR
$6.55B
$518K ﹤0.01%
1,428
-162
IEV icon
784
iShares Europe ETF
IEV
$2.25B
$517K ﹤0.01%
8,176
-4,678
IONQ icon
785
IonQ
IONQ
$21.8B
$517K ﹤0.01%
+12,031
IBKR icon
786
Interactive Brokers
IBKR
$30.9B
$506K ﹤0.01%
9,130
+758
WY icon
787
Weyerhaeuser
WY
$17.3B
$505K ﹤0.01%
19,640
+307
VO icon
788
Vanguard Mid-Cap ETF
VO
$89.6B
$504K ﹤0.01%
1,800
-2,905
EFG icon
789
iShares MSCI EAFE Growth ETF
EFG
$11.7B
$495K ﹤0.01%
4,422
+264
TRV icon
790
Travelers Companies
TRV
$60.3B
$491K ﹤0.01%
1,834
+316
VBR icon
791
Vanguard Small-Cap Value ETF
VBR
$31.7B
$486K ﹤0.01%
2,491
+291
IWX icon
792
iShares Russell Top 200 Value ETF
IWX
$2.91B
$482K ﹤0.01%
+5,720
DFAX icon
793
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.76B
$481K ﹤0.01%
+16,393
VXF icon
794
Vanguard Extended Market ETF
VXF
$25.1B
$471K ﹤0.01%
2,446
+1,145
MET icon
795
MetLife
MET
$52.5B
$469K ﹤0.01%
5,826
+982
IYW icon
796
iShares US Technology ETF
IYW
$23.3B
$458K ﹤0.01%
2,644
+718
FICO icon
797
Fair Isaac
FICO
$40.4B
$458K ﹤0.01%
250
-30
XBAP icon
798
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$154M
$457K ﹤0.01%
+12,439
VV icon
799
Vanguard Large-Cap ETF
VV
$47.5B
$455K ﹤0.01%
1,596
+503
SHW icon
800
Sherwin-Williams
SHW
$83.8B
$453K ﹤0.01%
1,319
+173