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
WRB icon
826
W.R. Berkley
WRB
$26.1B
$385K ﹤0.01%
5,021
+1,353
TDG icon
827
TransDigm Group
TDG
$71.3B
$383K ﹤0.01%
290
+25
MKL icon
828
Markel Group
MKL
$27.1B
$382K ﹤0.01%
200
+15
GNRC icon
829
Generac Holdings
GNRC
$8.77B
$381K ﹤0.01%
+2,275
ALRM icon
830
Alarm.com
ALRM
$2.59B
$380K ﹤0.01%
7,155
-245,470
CPT icon
831
Camden Property Trust
CPT
$11.4B
$379K ﹤0.01%
3,550
+1
CGDV icon
832
Capital Group Dividend Value ETF
CGDV
$25.5B
$378K ﹤0.01%
+9,002
BR icon
833
Broadridge
BR
$26.8B
$378K ﹤0.01%
1,587
+307
ET icon
834
Energy Transfer Partners
ET
$56B
$376K ﹤0.01%
21,910
+2,105
DEO icon
835
Diageo
DEO
$49.7B
$372K ﹤0.01%
3,895
+764
IAGG icon
836
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$367K ﹤0.01%
+7,165
ES icon
837
Eversource Energy
ES
$25.3B
$367K ﹤0.01%
5,155
-4,169
FISV
838
Fiserv Inc
FISV
$36.8B
$366K ﹤0.01%
2,835
+749
VHT icon
839
Vanguard Health Care ETF
VHT
$17.2B
$366K ﹤0.01%
1,408
+173
IJK icon
840
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$362K ﹤0.01%
+3,776
FMDE icon
841
Fidelity Enhanced Mid Cap ETF
FMDE
$4.43B
$355K ﹤0.01%
+9,829
CI icon
842
Cigna
CI
$73.3B
$355K ﹤0.01%
1,231
-1,510
DRI icon
843
Darden Restaurants
DRI
$22.1B
$355K ﹤0.01%
1,864
+703
ENB icon
844
Enbridge
ENB
$102B
$354K ﹤0.01%
7,011
-1,338
GSLC icon
845
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$353K ﹤0.01%
+2,709
TGT icon
846
Target
TGT
$44.4B
$353K ﹤0.01%
3,930
-15,293
FNDX icon
847
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$352K ﹤0.01%
13,371
+245
DOX icon
848
Amdocs
DOX
$8.77B
$349K ﹤0.01%
4,253
+95
SCHA icon
849
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$349K ﹤0.01%
12,499
+1,896
ZTS icon
850
Zoetis
ZTS
$54.5B
$348K ﹤0.01%
2,376
-224