Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$427M
3 +$280M
4
NVDA icon
NVIDIA
NVDA
+$279M
5
MSFT icon
Microsoft
MSFT
+$222M

Top Sells

1 +$2.04B
2 +$1.57B
3 +$275M
4
ITUB icon
Itaú Unibanco
ITUB
+$249M
5
INTU icon
Intuit
INTU
+$161M

Sector Composition

1 Technology 25.35%
2 Financials 19.13%
3 Healthcare 9.52%
4 Industrials 9.41%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BOH icon
851
Bank of Hawaii
BOH
$3.04B
$354K ﹤0.01%
5,185
+1
FBTC icon
852
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.07B
$354K ﹤0.01%
+4,648
VV icon
853
Vanguard Large-Cap ETF
VV
$47.1B
$352K ﹤0.01%
1,116
+348
APP icon
854
Applovin
APP
$124B
$350K ﹤0.01%
519
+138
IRM icon
855
Iron Mountain
IRM
$31.3B
$350K ﹤0.01%
4,216
-381
USMV icon
856
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$348K ﹤0.01%
3,700
+349
NTRS icon
857
Northern Trust
NTRS
$26.9B
$348K ﹤0.01%
2,546
+418
IUSB icon
858
iShares Core Universal USD Bond ETF
IUSB
$35.4B
$348K ﹤0.01%
7,471
-2,605
SGOV icon
859
iShares 0-3 Month Treasury Bond ETF
SGOV
$72.3B
$347K ﹤0.01%
3,453
-2,598
VDC icon
860
Vanguard Consumer Staples ETF
VDC
$8.26B
$346K ﹤0.01%
1,637
+29
VONV icon
861
Vanguard Russell 1000 Value ETF
VONV
$15.4B
$343K ﹤0.01%
+3,711
TRGP icon
862
Targa Resources
TRGP
$46.9B
$341K ﹤0.01%
1,850
+637
WMB icon
863
Williams Companies
WMB
$86.9B
$341K ﹤0.01%
5,677
+630
DAL icon
864
Delta Air Lines
DAL
$45.4B
$341K ﹤0.01%
4,911
-467
VBK icon
865
Vanguard Small-Cap Growth ETF
VBK
$21B
$341K ﹤0.01%
+1,127
HLT icon
866
Hilton Worldwide
HLT
$73.9B
$339K ﹤0.01%
1,181
+200
WPC icon
867
W.P. Carey
WPC
$16B
$339K ﹤0.01%
5,262
-1,782
BPRE
868
Bluerock Private Real Estate Fund
BPRE
$338K ﹤0.01%
+22,531
VFH icon
869
Vanguard Financials ETF
VFH
$13B
$336K ﹤0.01%
2,517
+872
AVDE icon
870
Avantis International Equity ETF
AVDE
$13.9B
$334K ﹤0.01%
+4,053
EWY icon
871
iShares MSCI South Korea ETF
EWY
$13.3B
$332K ﹤0.01%
3,419
+201
DFAE icon
872
Dimensional Emerging Core Equity Market ETF
DFAE
$8.44B
$331K ﹤0.01%
+10,168
PR icon
873
Permian Resources
PR
$12.6B
$330K ﹤0.01%
23,489
+152
VSS icon
874
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$328K ﹤0.01%
2,287
-63
AIG icon
875
American International
AIG
$42.4B
$328K ﹤0.01%
3,828
+156