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
WEC icon
951
WEC Energy
WEC
$34.1B
$231K ﹤0.01%
+2,016
FICO icon
952
Fair Isaac
FICO
$41.5B
$231K ﹤0.01%
154
-96
BOND icon
953
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.68B
$231K ﹤0.01%
+2,470
HODL icon
954
VanEck Bitcoin Trust
HODL
$1.58B
$229K ﹤0.01%
7,088
VICI icon
955
VICI Properties
VICI
$30.2B
$229K ﹤0.01%
+7,023
BDX icon
956
Becton Dickinson
BDX
$55.7B
$227K ﹤0.01%
+1,214
LOGI icon
957
Logitech
LOGI
$15.7B
$227K ﹤0.01%
+2,066
MKC icon
958
McCormick & Company Non-Voting
MKC
$18.4B
$226K ﹤0.01%
+3,380
AMP icon
959
Ameriprise Financial
AMP
$45.3B
$225K ﹤0.01%
+457
EBAY icon
960
eBay
EBAY
$37.5B
$224K ﹤0.01%
+2,459
TALO icon
961
Talos Energy
TALO
$1.9B
$224K ﹤0.01%
+23,308
CGGO icon
962
Capital Group Global Growth Equity ETF
CGGO
$7.83B
$220K ﹤0.01%
+6,429
PSA icon
963
Public Storage
PSA
$47B
$219K ﹤0.01%
+758
EAGG icon
964
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.33B
$219K ﹤0.01%
+4,555
ZION icon
965
Zions Bancorporation
ZION
$8.69B
$218K ﹤0.01%
+3,856
VFH icon
966
Vanguard Financials ETF
VFH
$13.3B
$216K ﹤0.01%
1,645
-1,196
TRN icon
967
Trinity Industries
TRN
$2.28B
$215K ﹤0.01%
7,682
-392,007
HPE icon
968
Hewlett Packard
HPE
$31.6B
$214K ﹤0.01%
+8,699
FNF icon
969
Fidelity National Financial
FNF
$15.1B
$213K ﹤0.01%
3,520
-113
A icon
970
Agilent Technologies
A
$38.8B
$213K ﹤0.01%
+1,658
DOCU icon
971
DocuSign
DOCU
$13.6B
$213K ﹤0.01%
+2,952
CLM icon
972
Cornerstone Strategic Value Fund
CLM
$2.32B
$212K ﹤0.01%
+25,604
NVR icon
973
NVR
NVR
$20.4B
$212K ﹤0.01%
+26
SWK icon
974
Stanley Black & Decker
SWK
$11.1B
$211K ﹤0.01%
+2,833
ADM icon
975
Archer Daniels Midland
ADM
$28.1B
$210K ﹤0.01%
+3,522