Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$696M
2 +$424M
3 +$402M
4
SAP icon
SAP
SAP
+$354M
5
SPOT icon
Spotify
SPOT
+$353M

Top Sells

1 +$1.91B
2 +$1.3B
3 +$1.04B
4
LLY icon
Eli Lilly
LLY
+$886M
5
JPM icon
JPMorgan Chase
JPM
+$868M

Sector Composition

1 Technology 25.47%
2 Financials 18.4%
3 Industrials 9.35%
4 Healthcare 9.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLU icon
851
Utilities Select Sector SPDR Fund
XLU
$22.1B
$355K ﹤0.01%
+4,353
IGSB icon
852
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$354K ﹤0.01%
6,710
-14,188
STR
853
DELISTED
Sitio Royalties
STR
$354K ﹤0.01%
19,256
-26,540
LUV icon
854
Southwest Airlines
LUV
$16.1B
$354K ﹤0.01%
+10,897
FTNT icon
855
Fortinet
FTNT
$65.8B
$351K ﹤0.01%
3,315
-1,033
IWN icon
856
iShares Russell 2000 Value ETF
IWN
$12.2B
$350K ﹤0.01%
2,218
+741
HCA icon
857
HCA Healthcare
HCA
$109B
$347K ﹤0.01%
906
-30
PRU icon
858
Prudential Financial
PRU
$35.7B
$343K ﹤0.01%
3,195
-849
VOE icon
859
Vanguard Mid-Cap Value ETF
VOE
$19B
$343K ﹤0.01%
+2,087
CCL icon
860
Carnival Corp
CCL
$36.6B
$342K ﹤0.01%
+12,177
SCHF icon
861
Schwab International Equity ETF
SCHF
$53.2B
$341K ﹤0.01%
15,446
-12,641
GEHC icon
862
GE HealthCare
GEHC
$36.3B
$337K ﹤0.01%
4,550
+444
AIG icon
863
American International
AIG
$43.4B
$332K ﹤0.01%
3,879
-327
ECL icon
864
Ecolab
ECL
$76.1B
$329K ﹤0.01%
1,222
-66
RSP icon
865
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$325K ﹤0.01%
1,788
-1,985
WCN icon
866
Waste Connections
WCN
$44.6B
$324K ﹤0.01%
1,736
+710
PR icon
867
Permian Resources
PR
$9.15B
$322K ﹤0.01%
23,670
-6,471
FNDX icon
868
Schwab Fundamental US Large Company Index ETF
FNDX
$21.2B
$322K ﹤0.01%
13,126
-7,602
SPEM icon
869
SPDR Portfolio Emerging Markets ETF
SPEM
$14.8B
$321K ﹤0.01%
+7,510
WMB icon
870
Williams Companies
WMB
$70.3B
$320K ﹤0.01%
5,092
-2,428
ICE icon
871
Intercontinental Exchange
ICE
$90B
$319K ﹤0.01%
1,738
+389
ZD icon
872
Ziff Davis
ZD
$1.39B
$319K ﹤0.01%
10,531
-89,324
DEO icon
873
Diageo
DEO
$52.3B
$316K ﹤0.01%
3,131
-10,430
CMF icon
874
iShares California Muni Bond ETF
CMF
$3.42B
$313K ﹤0.01%
5,616
-1,388
VONV icon
875
Vanguard Russell 1000 Value ETF
VONV
$13.9B
$312K ﹤0.01%
+3,662