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
MDY icon
876
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.4B
$327K ﹤0.01%
+541
PRU icon
877
Prudential Financial
PRU
$36.4B
$322K ﹤0.01%
2,855
-196
WELL icon
878
Welltower
WELL
$145B
$317K ﹤0.01%
1,710
+123
DGII icon
879
Digi International
DGII
$1.74B
$317K ﹤0.01%
+7,317
HOOD icon
880
Robinhood
HOOD
$64.1B
$315K ﹤0.01%
2,787
+36
VGSH icon
881
Vanguard Short-Term Treasury ETF
VGSH
$27.1B
$315K ﹤0.01%
+5,355
RDVY icon
882
First Trust Rising Dividend Achievers ETF
RDVY
$20.4B
$314K ﹤0.01%
4,520
-1,997
PFSI icon
883
PennyMac Financial
PFSI
$4.76B
$314K ﹤0.01%
+2,378
SCHB icon
884
Schwab US Broad Market ETF
SCHB
$38.4B
$313K ﹤0.01%
11,950
+1,972
APD icon
885
Air Products & Chemicals
APD
$64.9B
$313K ﹤0.01%
1,265
-354
KKR icon
886
KKR & Co
KKR
$90.1B
$312K ﹤0.01%
2,447
+457
XYZ
887
Block Inc
XYZ
$29.8B
$311K ﹤0.01%
4,782
+54
VMC icon
888
Vulcan Materials
VMC
$42.5B
$311K ﹤0.01%
1,090
+86
FLJP icon
889
Franklin FTSE Japan ETF
FLJP
$2.93B
$308K ﹤0.01%
8,935
-35
EPI icon
890
WisdomTree India Earnings Fund ETF
EPI
$2.67B
$306K ﹤0.01%
+6,620
SOLS
891
Solstice Advanced Materials
SOLS
$12.4B
$306K ﹤0.01%
+6,297
GNRC icon
892
Generac Holdings
GNRC
$12.7B
$305K ﹤0.01%
2,233
-42
EFAV icon
893
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.57B
$303K ﹤0.01%
3,515
+530
A icon
894
Agilent Technologies
A
$35.3B
$301K ﹤0.01%
2,214
+556
ARM icon
895
Arm
ARM
$130B
$299K ﹤0.01%
+2,732
SPMD icon
896
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.4B
$296K ﹤0.01%
+5,103
MTUM icon
897
iShares MSCI USA Momentum Factor ETF
MTUM
$20.9B
$295K ﹤0.01%
1,178
+211
LYV icon
898
Live Nation Entertainment
LYV
$36B
$292K ﹤0.01%
2,048
+207
MKL icon
899
Markel Group
MKL
$26.2B
$289K ﹤0.01%
134
-66
O icon
900
Realty Income
O
$59.5B
$285K ﹤0.01%
5,053
+1,019