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
CWB icon
926
SPDR Bloomberg Convertible Securities ETF
CWB
$4.81B
$242K ﹤0.01%
+2,922
APO icon
927
Apollo Global Management
APO
$71.6B
$241K ﹤0.01%
1,702
-232
IBIT icon
928
iShares Bitcoin Trust
IBIT
$85.4B
$240K ﹤0.01%
+3,924
RA
929
Brookfield Real Assets Income Fund
RA
$729M
$239K ﹤0.01%
+17,845
XLRE icon
930
Real Estate Select Sector SPDR Fund
XLRE
$7.63B
$237K ﹤0.01%
5,733
-650
NTRS icon
931
Northern Trust
NTRS
$24.3B
$237K ﹤0.01%
+1,872
FNDA icon
932
Schwab Fundamental US Small Company Index ETF
FNDA
$9.26B
$236K ﹤0.01%
8,254
-2,054
GLDM icon
933
SPDR Gold MiniShares Trust
GLDM
$21.7B
$236K ﹤0.01%
+3,599
AZO icon
934
AutoZone
AZO
$62.2B
$235K ﹤0.01%
63
-13
IUSB icon
935
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$235K ﹤0.01%
5,089
-561
FELG icon
936
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.71B
$235K ﹤0.01%
+6,336
OIH icon
937
VanEck Oil Services ETF
OIH
$1.05B
$234K ﹤0.01%
+1,014
MAIN icon
938
Main Street Capital
MAIN
$5.2B
$233K ﹤0.01%
+3,947
BIV icon
939
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$233K ﹤0.01%
3,011
-7,252
DVY icon
940
iShares Select Dividend ETF
DVY
$20.8B
$233K ﹤0.01%
1,751
+164
CIBR icon
941
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$232K ﹤0.01%
+3,075
KMI icon
942
Kinder Morgan
KMI
$58B
$231K ﹤0.01%
7,864
-16,016
EFAV icon
943
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.4B
$227K ﹤0.01%
2,700
-612
WPC icon
944
W.P. Carey
WPC
$14.5B
$224K ﹤0.01%
3,596
-901
PWR icon
945
Quanta Services
PWR
$67.8B
$223K ﹤0.01%
589
-454
BSV icon
946
Vanguard Short-Term Bond ETF
BSV
$39B
$222K ﹤0.01%
+2,818
SRPT icon
947
Sarepta Therapeutics
SRPT
$2.51B
$221K ﹤0.01%
12,910
+150
DGX icon
948
Quest Diagnostics
DGX
$19.7B
$220K ﹤0.01%
1,224
-1,124
HOOD icon
949
Robinhood
HOOD
$130B
$220K ﹤0.01%
+2,348
MTUM icon
950
iShares MSCI USA Momentum Factor ETF
MTUM
$19.6B
$219K ﹤0.01%
911
-1,323