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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
STX icon
851
Seagate
STX
$233B
$376K ﹤0.01%
959
-451
ES icon
852
Eversource Energy
ES
$26B
$376K ﹤0.01%
5,424
-436
JHG icon
853
Janus Henderson
JHG
$7.99B
$376K ﹤0.01%
7,315
-1,691,397
AMP icon
854
Ameriprise Financial
AMP
$41.3B
$376K ﹤0.01%
845
+43
HSY icon
855
Hershey
HSY
$36.7B
$375K ﹤0.01%
1,802
-2,414
SLV icon
856
iShares Silver Trust
SLV
$33.9B
$374K ﹤0.01%
5,489
+2,006
EWQ icon
857
iShares MSCI France ETF
EWQ
$388M
$371K ﹤0.01%
8,556
-251
IUSG icon
858
iShares Core S&P US Growth ETF
IUSG
$31.9B
$370K ﹤0.01%
2,386
-866
BR icon
859
Broadridge
BR
$16.5B
$369K ﹤0.01%
2,271
-391
IYM icon
860
iShares US Basic Materials ETF
IYM
$1.29B
$366K ﹤0.01%
+2,083
QUS icon
861
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$365K ﹤0.01%
+2,126
PAYX icon
862
Paychex
PAYX
$36.2B
$365K ﹤0.01%
3,958
+264
VOE icon
863
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$362K ﹤0.01%
1,964
+370
FNDF icon
864
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$362K ﹤0.01%
7,395
+1,908
VBR icon
865
Vanguard Small-Cap Value ETF
VBR
$36.5B
$361K ﹤0.01%
1,663
-115
B
866
Barrick Mining
B
$71.7B
$357K ﹤0.01%
8,751
+3,717
IRM icon
867
Iron Mountain
IRM
$37.6B
$356K ﹤0.01%
3,482
-734
MRSH
868
Marsh
MRSH
$80.1B
$353K ﹤0.01%
2,037
-140
GBTC icon
869
Grayscale Bitcoin Trust
GBTC
$9.88B
$353K ﹤0.01%
+6,685
DGII icon
870
Digi International
DGII
$2.6B
$352K ﹤0.01%
7,311
-6
AME icon
871
Ametek
AME
$52.8B
$352K ﹤0.01%
+1,640
VV icon
872
Vanguard Large-Cap ETF
VV
$52.7B
$352K ﹤0.01%
1,176
+60
MTUM icon
873
iShares MSCI USA Momentum Factor ETF
MTUM
$27.3B
$350K ﹤0.01%
1,460
+282
EQT icon
874
EQT Corp
EQT
$32.1B
$350K ﹤0.01%
5,493
+428
CME icon
875
CME Group
CME
$96.1B
$349K ﹤0.01%
1,179
-511