Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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
+24.78%
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
ALC icon
801
Alcon
ALC
$39.2B
$438K ﹤0.01%
5,882
-786
ZBH icon
802
Zimmer Biomet
ZBH
$18.2B
$433K ﹤0.01%
4,395
-95
NEM icon
803
Newmont
NEM
$107B
$433K ﹤0.01%
+5,134
ECL icon
804
Ecolab
ECL
$74.2B
$433K ﹤0.01%
1,580
+358
FBND icon
805
Fidelity Total Bond ETF
FBND
$23.1B
$431K ﹤0.01%
+9,322
TK icon
806
Teekay
TK
$786M
$429K ﹤0.01%
52,500
+1,900
WAB icon
807
Wabtec
WAB
$36.2B
$426K ﹤0.01%
2,124
+164
COR icon
808
Cencora
COR
$66B
$425K ﹤0.01%
1,359
+436
SPTM icon
809
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$424K ﹤0.01%
5,260
+225
SPG icon
810
Simon Property Group
SPG
$60.2B
$417K ﹤0.01%
+2,221
FSTA icon
811
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
$416K ﹤0.01%
8,346
-29
CCJ icon
812
Cameco
CCJ
$37.3B
$415K ﹤0.01%
+4,952
IEMG icon
813
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$415K ﹤0.01%
6,291
-7,818
LNG icon
814
Cheniere Energy
LNG
$40.8B
$413K ﹤0.01%
1,758
-102
RSP icon
815
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$409K ﹤0.01%
2,156
+368
LEMB icon
816
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$607M
$407K ﹤0.01%
9,872
IONS icon
817
Ionis Pharmaceuticals
IONS
$12.7B
$406K ﹤0.01%
+6,210
XLU icon
818
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$402K ﹤0.01%
4,607
+254
ZD icon
819
Ziff Davis
ZD
$1.42B
$401K ﹤0.01%
10,531
TFC icon
820
Truist Financial
TFC
$64.1B
$399K ﹤0.01%
8,728
+1,556
CMG icon
821
Chipotle Mexican Grill
CMG
$49B
$397K ﹤0.01%
10,141
+4,607
HOOD icon
822
Robinhood
HOOD
$107B
$394K ﹤0.01%
2,751
+403
GWW icon
823
W.W. Grainger
GWW
$48.4B
$393K ﹤0.01%
412
+10
EWQ icon
824
iShares MSCI France ETF
EWQ
$394M
$391K ﹤0.01%
8,907
-4
FUN icon
825
Cedar Fair
FUN
$1.5B
$390K ﹤0.01%
17,182
-434