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
TMUS icon
851
T-Mobile US
TMUS
$224B
$347K ﹤0.01%
1,451
-231
IWR icon
852
iShares Russell Mid-Cap ETF
IWR
$46B
$347K ﹤0.01%
+3,598
LDOS icon
853
Leidos
LDOS
$23.3B
$347K ﹤0.01%
1,837
+174
EFV icon
854
iShares MSCI EAFE Value ETF
EFV
$27.2B
$346K ﹤0.01%
5,094
-4,855
VDC icon
855
Vanguard Consumer Staples ETF
VDC
$7.33B
$344K ﹤0.01%
1,608
-126
GEHC icon
856
GE HealthCare
GEHC
$37.8B
$342K ﹤0.01%
4,554
+4
XYZ
857
Block Inc
XYZ
$39.4B
$342K ﹤0.01%
4,728
-1,290
RVMD icon
858
Revolution Medicines
RVMD
$14.7B
$341K ﹤0.01%
+7,305
BOH icon
859
Bank of Hawaii
BOH
$2.8B
$340K ﹤0.01%
5,184
-97
BIL icon
860
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$338K ﹤0.01%
3,687
-1,177
VSS icon
861
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.58B
$335K ﹤0.01%
+2,350
BSV icon
862
Vanguard Short-Term Bond ETF
BSV
$41.5B
$334K ﹤0.01%
4,237
+1,419
MCHP icon
863
Microchip Technology
MCHP
$34.7B
$333K ﹤0.01%
5,189
+1,211
PAYX icon
864
Paychex
PAYX
$42.2B
$331K ﹤0.01%
2,611
-183
CME icon
865
CME Group
CME
$98.2B
$331K ﹤0.01%
1,222
+246
WCN icon
866
Waste Connections
WCN
$45.1B
$327K ﹤0.01%
1,862
+126
PWR icon
867
Quanta Services
PWR
$62.7B
$327K ﹤0.01%
789
+200
SMCI icon
868
Super Micro Computer
SMCI
$18.3B
$327K ﹤0.01%
6,817
+456
MAIN icon
869
Main Street Capital
MAIN
$5.41B
$326K ﹤0.01%
5,122
+1,175
CTRA icon
870
Coterra Energy
CTRA
$19.6B
$325K ﹤0.01%
13,758
-1,854
ANIK icon
871
Anika Therapeutics
ANIK
$137M
$324K ﹤0.01%
34,494
CMF icon
872
iShares California Muni Bond ETF
CMF
$3.7B
$324K ﹤0.01%
5,680
+64
MMC icon
873
Marsh & McLennan
MMC
$91.9B
$322K ﹤0.01%
1,597
-121
XEL icon
874
Xcel Energy
XEL
$43.3B
$321K ﹤0.01%
+3,983
VONG icon
875
Vanguard Russell 1000 Growth ETF
VONG
$34.7B
$321K ﹤0.01%
2,660
-2,874