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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
IYE icon
901
iShares US Energy ETF
IYE
$1.52B
$309K ﹤0.01%
+4,774
IWY icon
902
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$303K ﹤0.01%
1,219
-1,938
RITM icon
903
Rithm Capital
RITM
$5.21B
$303K ﹤0.01%
+31,914
CINF icon
904
Cincinnati Financial
CINF
$26.2B
$298K ﹤0.01%
1,893
-1,537
BSV icon
905
Vanguard Short-Term Bond ETF
BSV
$45.2B
$297K ﹤0.01%
3,785
-3,483
DAL icon
906
Delta Air Lines
DAL
$54.6B
$294K ﹤0.01%
4,426
-485
FPE icon
907
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$291K ﹤0.01%
+16,376
DFAT icon
908
Dimensional US Targeted Value ETF
DFAT
$14.1B
$290K ﹤0.01%
4,637
+1,240
TRGP icon
909
Targa Resources
TRGP
$56.3B
$289K ﹤0.01%
1,151
-699
FAX
910
abrdn Asia-Pacific Income Fund
FAX
$599M
$287K ﹤0.01%
19,893
+2,462
FDVV icon
911
Fidelity High Dividend ETF
FDVV
$9.84B
$287K ﹤0.01%
+5,190
DEO icon
912
Diageo
DEO
$44.6B
$284K ﹤0.01%
3,813
+845
NXPI icon
913
NXP Semiconductors
NXPI
$79.8B
$284K ﹤0.01%
1,440
-299
APO icon
914
Apollo Global Management
APO
$78.5B
$283K ﹤0.01%
2,539
-1,254
CGDV icon
915
Capital Group Dividend Value ETF
CGDV
$35.8B
$283K ﹤0.01%
6,650
-4,260
EAGG icon
916
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.86B
$280K ﹤0.01%
5,891
+674
DOX icon
917
Amdocs
DOX
$5.95B
$280K ﹤0.01%
4,286
-228
MET icon
918
MetLife
MET
$56.2B
$279K ﹤0.01%
3,939
-1,533
ZTS icon
919
Zoetis
ZTS
$33.5B
$277K ﹤0.01%
2,344
-631
WELL icon
920
Welltower
WELL
$150B
$277K ﹤0.01%
1,400
-310
NTAP icon
921
NetApp
NTAP
$31.7B
$275K ﹤0.01%
2,688
-1,091
WY icon
922
Weyerhaeuser
WY
$17.8B
$272K ﹤0.01%
11,119
-652
IUSV icon
923
iShares Core S&P US Value ETF
IUSV
$26.4B
$269K ﹤0.01%
2,633
-1,628
XYZ
924
Block Inc
XYZ
$44.4B
$264K ﹤0.01%
4,381
-401
EVLV icon
925
Evolv Technologies
EVLV
$1.06B
$263K ﹤0.01%
+43,546