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
DD icon
901
DuPont de Nemours
DD
$17B
$288K ﹤0.01%
+3,701
NTRS icon
902
Northern Trust
NTRS
$26.2B
$287K ﹤0.01%
2,128
+256
ROL icon
903
Rollins
ROL
$29.1B
$283K ﹤0.01%
4,824
-401
WELL icon
904
Welltower
WELL
$130B
$283K ﹤0.01%
+1,587
EQIX icon
905
Equinix
EQIX
$73B
$281K ﹤0.01%
358
+20
CGBD icon
906
Carlyle Secured Lending
CGBD
$935M
$281K ﹤0.01%
22,461
ACM icon
907
Aecom
ACM
$12.8B
$279K ﹤0.01%
+2,135
APP icon
908
Applovin
APP
$226B
$275K ﹤0.01%
+381
HSY icon
909
Hershey
HSY
$38.3B
$271K ﹤0.01%
1,450
-316
EQT icon
910
EQT Corp
EQT
$33.7B
$270K ﹤0.01%
4,958
-330
TFX icon
911
Teleflex
TFX
$5.53B
$269K ﹤0.01%
2,200
-22
NSA icon
912
National Storage Affiliates Trust
NSA
$2.2B
$268K ﹤0.01%
8,878
-3
CWB icon
913
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.52B
$264K ﹤0.01%
2,922
LGLV icon
914
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
$264K ﹤0.01%
1,479
+252
D icon
915
Dominion Energy
D
$51B
$263K ﹤0.01%
+4,301
FTNT icon
916
Fortinet
FTNT
$59.1B
$260K ﹤0.01%
3,091
-224
OIH icon
917
VanEck Oil Services ETF
OIH
$1.32B
$260K ﹤0.01%
1,000
-14
IAU icon
918
iShares Gold Trust
IAU
$67.8B
$259K ﹤0.01%
3,557
-6,530
KKR icon
919
KKR & Co
KKR
$118B
$259K ﹤0.01%
1,990
-142
EFG icon
920
iShares MSCI EAFE Growth ETF
EFG
$9.16B
$258K ﹤0.01%
2,268
-2,154
EWY icon
921
iShares MSCI South Korea ETF
EWY
$7.13B
$258K ﹤0.01%
3,218
-165
SCHB icon
922
Schwab US Broad Market ETF
SCHB
$37.5B
$257K ﹤0.01%
9,978
-13,988
VOT icon
923
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$256K ﹤0.01%
872
-508
VXF icon
924
Vanguard Extended Market ETF
VXF
$24.8B
$256K ﹤0.01%
1,221
-1,225
HLT icon
925
Hilton Worldwide
HLT
$67.9B
$255K ﹤0.01%
+981