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Ken Fisher

Ken Fisher Fisher Asset Management

AUM $295B
1-Year Est. Return 32.61%
 

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
+32.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295B
AUM Growth
+$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.41B
3 +$1.17B
4
CSCO icon
Cisco
CSCO
+$1.1B
5
NVS icon
Novartis
NVS
+$984M

Top Sells

1 +$1.74B
2 +$1.21B
3 +$1.06B
4
SYK icon
Stryker
SYK
+$955M
5
BSX icon
Boston Scientific
BSX
+$695M

Sector Composition

1 Technology 23.16%
2 Financials 17.3%
3 Industrials 10.45%
4 Healthcare 9.91%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICE icon
776
Intercontinental Exchange
ICE
$79B
$540K ﹤0.01%
3,435
+963
SPYM
777
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$540K ﹤0.01%
7,048
+1,370
XEL icon
778
Xcel Energy
XEL
$49.3B
$539K ﹤0.01%
6,791
+948
WAB icon
779
Wabtec
WAB
$46.4B
$534K ﹤0.01%
2,136
-390
MXI icon
780
iShares Global Materials ETF
MXI
$363M
$527K ﹤0.01%
4,961
-542
HIG icon
781
Hartford Financial Services
HIG
$35.9B
$523K ﹤0.01%
3,868
+349
NICE icon
782
Nice
NICE
$5.06B
$522K ﹤0.01%
4,737
-7,592
KMI icon
783
Kinder Morgan
KMI
$69.9B
$517K ﹤0.01%
15,407
-5,668
VCR icon
784
Vanguard Consumer Discretionary ETF
VCR
$6.2B
$516K ﹤0.01%
1,436
-224
CTVA icon
785
Corteva
CTVA
$52.3B
$513K ﹤0.01%
6,134
-2,400
ESS icon
786
Essex Property Trust
ESS
$17.9B
$510K ﹤0.01%
2,107
-1,157
PRU icon
787
Prudential Financial
PRU
$37.8B
$505K ﹤0.01%
5,167
+2,312
STT icon
788
State Street
STT
$47.5B
$504K ﹤0.01%
3,984
-1,547
SOLS
789
Solstice Advanced Materials
SOLS
$13.6B
$501K ﹤0.01%
6,575
+278
CTRA
790
DELISTED
Coterra Energy
CTRA
$499K ﹤0.01%
14,193
-179
PWR icon
791
Quanta Services
PWR
$108B
$499K ﹤0.01%
908
+13
FBND icon
792
Fidelity Total Bond ETF
FBND
$26.4B
$499K ﹤0.01%
10,929
+1,611
IBKR icon
793
Interactive Brokers
IBKR
$41.9B
$498K ﹤0.01%
7,429
-1,831
EEM icon
794
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$497K ﹤0.01%
+8,759
PR icon
795
Permian Resources
PR
$15.7B
$496K ﹤0.01%
23,285
-204
DGRO icon
796
iShares Core Dividend Growth ETF
DGRO
$41B
$496K ﹤0.01%
7,073
+3,553
FTEC icon
797
Fidelity MSCI Information Technology Index ETF
FTEC
$20.8B
$493K ﹤0.01%
+2,368
SPG icon
798
Simon Property Group
SPG
$69.4B
$493K ﹤0.01%
2,641
-39
SPYG icon
799
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.6B
$492K ﹤0.01%
5,027
+1,591
MKL icon
800
Markel Group
MKL
$23.7B
$492K ﹤0.01%
257
+123