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
$276B
AUM Growth
+$24.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1 +$2.89B
2 +$383M
3 +$299M
4
MSFT icon
Microsoft
MSFT
+$282M
5
AAPL icon
Apple
AAPL
+$226M

Top Sells

1 +$1.82B
2 +$209M
3 +$168M
4
ADBE icon
Adobe
ADBE
+$118M
5
SAN icon
Banco Santander
SAN
+$104M

Sector Composition

1 Technology 26.4%
2 Financials 18.68%
3 Industrials 9.33%
4 Healthcare 8.68%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HWM icon
776
Howmet Aerospace
HWM
$101B
$516K ﹤0.01%
2,628
-5,189
IWP icon
777
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$516K ﹤0.01%
+3,621
PRF icon
778
Invesco FTSE RAFI US 1000 ETF
PRF
$9.03B
$508K ﹤0.01%
+11,237
IYW icon
779
iShares US Technology ETF
IYW
$19.9B
$498K ﹤0.01%
2,542
-102
LH icon
780
Labcorp
LH
$23.4B
$497K ﹤0.01%
1,730
+70
BIV icon
781
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$496K ﹤0.01%
6,355
+3,344
CTVA icon
782
Corteva
CTVA
$50.4B
$495K ﹤0.01%
7,320
-546
HCA icon
783
HCA Healthcare
HCA
$121B
$484K ﹤0.01%
1,135
+229
SHW icon
784
Sherwin-Williams
SHW
$91.4B
$478K ﹤0.01%
1,380
+61
IWN icon
785
iShares Russell 2000 Value ETF
IWN
$12.9B
$477K ﹤0.01%
2,699
+481
WPC icon
786
W.P. Carey
WPC
$16.3B
$476K ﹤0.01%
7,044
+3,448
HOLX icon
787
Hologic
HOLX
$16.8B
$474K ﹤0.01%
7,029
+271
IUSB icon
788
iShares Core Universal USD Bond ETF
IUSB
$35.4B
$471K ﹤0.01%
10,076
+4,987
AZO icon
789
AutoZone
AZO
$63.9B
$470K ﹤0.01%
109
+46
IRM icon
790
Iron Mountain
IRM
$32.5B
$469K ﹤0.01%
4,597
-468
TEL icon
791
TE Connectivity
TEL
$69.3B
$469K ﹤0.01%
2,134
-62
KGC icon
792
Kinross Gold
KGC
$41.5B
$466K ﹤0.01%
+18,766
ICE icon
793
Intercontinental Exchange
ICE
$86.5B
$453K ﹤0.01%
2,690
+952
CPB icon
794
Campbell Soup
CPB
$8.79B
$452K ﹤0.01%
14,314
-9,118
ELV icon
795
Elevance Health
ELV
$76.5B
$444K ﹤0.01%
+1,372
APD icon
796
Air Products & Chemicals
APD
$62.3B
$442K ﹤0.01%
1,619
+78
STT icon
797
State Street
STT
$35.7B
$441K ﹤0.01%
+3,799
FDX icon
798
FedEx
FDX
$88.1B
$439K ﹤0.01%
1,863
+502
IWO icon
799
iShares Russell 2000 Growth ETF
IWO
$13.2B
$439K ﹤0.01%
+1,371
RDVY icon
800
First Trust Rising Dividend Achievers ETF
RDVY
$20.4B
$438K ﹤0.01%
+6,517