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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
AZO icon
876
AutoZone
AZO
$50.8B
$348K ﹤0.01%
103
-7
JEPQ icon
877
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.8B
$348K ﹤0.01%
6,269
+1,864
SHW icon
878
Sherwin-Williams
SHW
$79B
$346K ﹤0.01%
1,078
-82
CMF icon
879
iShares California Muni Bond ETF
CMF
$4.47B
$345K ﹤0.01%
6,066
-1,061
STWD icon
880
Starwood Property Trust
STWD
$6.29B
$345K ﹤0.01%
+20,014
IYJ icon
881
iShares US Industrials ETF
IYJ
$1.84B
$341K ﹤0.01%
+2,312
SCHV
882
Schwab US Large-Cap Value ETF
SCHV
$16B
$340K ﹤0.01%
11,163
-6,538
HUBB icon
883
Hubbell
HUBB
$25.9B
$340K ﹤0.01%
+693
IDXX icon
884
Idexx Laboratories
IDXX
$45B
$337K ﹤0.01%
599
+295
NSA icon
885
National Storage Affiliates Trust
NSA
$3.47B
$337K ﹤0.01%
8,920
+4
ALRM icon
886
Alarm.com
ALRM
$2.25B
$335K ﹤0.01%
7,754
+439
NOBL icon
887
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$335K ﹤0.01%
6,314
+936
TDG icon
888
TransDigm Group
TDG
$71.4B
$334K ﹤0.01%
288
-11
IJK icon
889
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$334K ﹤0.01%
3,319
-568
SRE icon
890
Sempra
SRE
$60.1B
$334K ﹤0.01%
3,435
+450
IUSB icon
891
iShares Core Universal USD Bond ETF
IUSB
$42B
$324K ﹤0.01%
7,022
-449
CWB icon
892
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.44B
$323K ﹤0.01%
3,525
+603
IXG icon
893
iShares Global Financials ETF
IXG
$560M
$322K ﹤0.01%
2,821
-3,859
GSLC icon
894
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$321K ﹤0.01%
+2,569
IJS icon
895
iShares S&P Small-Cap 600 Value ETF
IJS
$7.92B
$321K ﹤0.01%
+2,713
VSS icon
896
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$321K ﹤0.01%
2,204
-83
APLD icon
897
Applied Digital
APLD
$13.2B
$317K ﹤0.01%
+13,350
NTRS icon
898
Northern Trust
NTRS
$32B
$314K ﹤0.01%
2,248
-298
GXO icon
899
GXO Logistics
GXO
$5.79B
$311K ﹤0.01%
+6,005
HLT icon
900
Hilton Worldwide
HLT
$79.7B
$310K ﹤0.01%
1,019
-162