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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
CLS icon
826
Celestica
CLS
$43.9B
$413K ﹤0.01%
1,465
+60
VONV icon
827
Vanguard Russell 1000 Value ETF
VONV
$20.3B
$411K ﹤0.01%
4,380
+669
SPSM icon
828
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.1B
$409K ﹤0.01%
+8,469
PYPL icon
829
PayPal
PYPL
$38.5B
$409K ﹤0.01%
9,043
-1,242
TIP icon
830
iShares TIPS Bond ETF
TIP
$14.9B
$407K ﹤0.01%
3,689
-504
DFGP icon
831
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.6B
$405K ﹤0.01%
+7,500
OIH icon
832
VanEck Oil Services ETF
OIH
$2.3B
$404K ﹤0.01%
1,000
SDVY icon
833
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.1B
$404K ﹤0.01%
+10,236
BLBD icon
834
Blue Bird Corp
BLBD
$2.31B
$403K ﹤0.01%
+7,092
EFAV icon
835
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.14B
$402K ﹤0.01%
4,396
+881
WEC icon
836
WEC Energy
WEC
$37.1B
$394K ﹤0.01%
3,401
+1,229
APD icon
837
Air Products & Chemicals
APD
$63B
$393K ﹤0.01%
1,352
+87
VGSH icon
838
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$393K ﹤0.01%
6,714
+1,359
USMV icon
839
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$390K ﹤0.01%
4,207
+507
ET icon
840
Energy Transfer Partners
ET
$65.1B
$389K ﹤0.01%
20,148
-11,841
VXF icon
841
Vanguard Extended Market ETF
VXF
$30.4B
$387K ﹤0.01%
1,880
+645
EFG icon
842
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$386K ﹤0.01%
3,464
-1,154
WPC icon
843
W.P. Carey
WPC
$16.8B
$384K ﹤0.01%
5,655
+393
IBB icon
844
iShares Biotechnology ETF
IBB
$8.05B
$383K ﹤0.01%
2,268
-495
BOH icon
845
Bank of Hawaii
BOH
$3.12B
$382K ﹤0.01%
5,143
-42
IWR icon
846
iShares Russell Mid-Cap ETF
IWR
$55.8B
$381K ﹤0.01%
3,916
+189
CPRT icon
847
Copart
CPRT
$28.5B
$379K ﹤0.01%
+11,424
KGC icon
848
Kinross Gold
KGC
$32.6B
$378K ﹤0.01%
12,398
+2,928
VDC icon
849
Vanguard Consumer Staples ETF
VDC
$8.02B
$378K ﹤0.01%
1,681
+44
VYM icon
850
Vanguard High Dividend Yield ETF
VYM
$79.4B
$377K ﹤0.01%
2,546
-1,836