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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
EVRG icon
926
Evergy
EVRG
$19.4B
$263K ﹤0.01%
+3,215
WTW icon
927
Willis Towers Watson
WTW
$24.5B
$261K ﹤0.01%
896
+147
COWZ icon
928
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$259K ﹤0.01%
+4,138
TMUS icon
929
T-Mobile US
TMUS
$200B
$259K ﹤0.01%
1,231
-999
MCHP icon
930
Microchip Technology
MCHP
$51.8B
$257K ﹤0.01%
3,979
-5,275
VMC icon
931
Vulcan Materials
VMC
$39B
$256K ﹤0.01%
941
-149
CNC icon
932
Centene
CNC
$30.3B
$256K ﹤0.01%
+7,826
TRN icon
933
Trinity Industries
TRN
$2.8B
$255K ﹤0.01%
7,916
+234
HYG icon
934
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$255K ﹤0.01%
+3,198
IYH icon
935
iShares US Healthcare ETF
IYH
$3.13B
$254K ﹤0.01%
+4,116
MFC icon
936
Manulife Financial
MFC
$68.5B
$253K ﹤0.01%
+7,340
CGBD icon
937
Carlyle Secured Lending
CGBD
$768M
$251K ﹤0.01%
22,931
+470
FBK icon
938
FB Financial Corp
FBK
$2.8B
$251K ﹤0.01%
4,825
-3
CI icon
939
Cigna
CI
$77.2B
$249K ﹤0.01%
932
-610
VFH icon
940
Vanguard Financials ETF
VFH
$13B
$246K ﹤0.01%
2,034
-483
BUXX icon
941
Strive Enhanced Income Short Maturity ETF
BUXX
$466M
$244K ﹤0.01%
+12,059
WSO icon
942
Watsco Inc
WSO
$16B
$243K ﹤0.01%
+667
WPM icon
943
Wheaton Precious Metals
WPM
$58.2B
$239K ﹤0.01%
+1,821
CIEN icon
944
Ciena
CIEN
$60.9B
$237K ﹤0.01%
+610
VUSB icon
945
Vanguard Ultra-Short Bond ETF
VUSB
$8.81B
$237K ﹤0.01%
4,761
-155
LOGI icon
946
Logitech
LOGI
$15.7B
$234K ﹤0.01%
2,570
+341
APP icon
947
Applovin
APP
$173B
$234K ﹤0.01%
588
+69
EXC icon
948
Exelon
EXC
$47.7B
$233K ﹤0.01%
+4,761
ARCC icon
949
Ares Capital
ARCC
$13.4B
$233K ﹤0.01%
+12,951
RDVY icon
950
First Trust Rising Dividend Achievers ETF
RDVY
$23.6B
$232K ﹤0.01%
3,402
-1,118