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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
VONG icon
801
Vanguard Russell 1000 Growth ETF
VONG
$44.4B
$491K ﹤0.01%
4,479
-4,016
SPXL icon
802
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.52B
$485K ﹤0.01%
+2,624
TGT icon
803
Target
TGT
$60.6B
$484K ﹤0.01%
3,993
-22
CAH icon
804
Cardinal Health
CAH
$53B
$484K ﹤0.01%
2,289
-30
IYZ icon
805
iShares US Telecommunications ETF
IYZ
$974M
$473K ﹤0.01%
+12,027
NLY icon
806
Annaly Capital Management
NLY
$16.6B
$473K ﹤0.01%
22,350
+11,371
SKYW icon
807
Skywest
SKYW
$3.65B
$472K ﹤0.01%
5,139
-106
D icon
808
Dominion Energy
D
$59.9B
$467K ﹤0.01%
7,559
+4,058
LYV icon
809
Live Nation Entertainment
LYV
$40.9B
$453K ﹤0.01%
2,968
+920
FSTA icon
810
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$452K ﹤0.01%
8,632
+299
VEU icon
811
Vanguard FTSE All-World ex-US ETF
VEU
$67.3B
$451K ﹤0.01%
6,010
+1,063
ALC icon
812
Alcon
ALC
$32.1B
$450K ﹤0.01%
5,968
-46
TFC icon
813
Truist Financial
TFC
$60.4B
$443K ﹤0.01%
9,646
-5,860
REG icon
814
Regency Centers
REG
$14.5B
$442K ﹤0.01%
5,841
-58
LH icon
815
Labcorp
LH
$21.7B
$440K ﹤0.01%
1,648
-106
O icon
816
Realty Income
O
$58B
$438K ﹤0.01%
7,165
+2,112
VMBS icon
817
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$434K ﹤0.01%
9,252
+647
DELL icon
818
Dell
DELL
$262B
$433K ﹤0.01%
2,640
-268
LEMB icon
819
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$724M
$432K ﹤0.01%
10,578
+324
VNOM icon
820
Viper Energy
VNOM
$8.49B
$430K ﹤0.01%
9,149
-7,350
BNDX icon
821
Vanguard Total International Bond ETF
BNDX
$82.2B
$428K ﹤0.01%
8,900
-9,423
FIX icon
822
Comfort Systems
FIX
$67.3B
$427K ﹤0.01%
309
+44
GPN icon
823
Global Payments
GPN
$18.7B
$423K ﹤0.01%
6,289
-7,601
DIVI icon
824
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.56B
$417K ﹤0.01%
+10,480
IMO icon
825
Imperial Oil
IMO
$58.1B
$417K ﹤0.01%
+3,188