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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
MPWR icon
951
Monolithic Power Systems
MPWR
$73.6B
$232K ﹤0.01%
212
-26
DLR icon
952
Digital Realty Trust
DLR
$66.9B
$231K ﹤0.01%
+1,284
MINN icon
953
Mairs & Power Minnesota Municipal Bond ETF
MINN
$46.8M
$230K ﹤0.01%
10,385
GEHC icon
954
GE HealthCare
GEHC
$28.8B
$229K ﹤0.01%
3,216
-6,513
GLOB icon
955
Globant
GLOB
$1.58B
$228K ﹤0.01%
4,944
-9,222
KEYS icon
956
Keysight
KEYS
$59.9B
$227K ﹤0.01%
804
-383
DGRW icon
957
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$226K ﹤0.01%
2,569
-4,978
CAE icon
958
CAE Inc
CAE
$8.19B
$223K ﹤0.01%
+8,567
GOVT icon
959
iShares US Treasury Bond ETF
GOVT
$42.7B
$223K ﹤0.01%
+9,720
GDX icon
960
VanEck Gold Miners ETF
GDX
$26.5B
$223K ﹤0.01%
2,426
-424
AIG icon
961
American International
AIG
$39.9B
$223K ﹤0.01%
2,958
-870
CMG icon
962
Chipotle Mexican Grill
CMG
$41.8B
$222K ﹤0.01%
+6,940
DD icon
963
DuPont de Nemours
DD
$19.5B
$222K ﹤0.01%
+4,848
KKR icon
964
KKR & Co
KKR
$88.9B
$222K ﹤0.01%
2,396
-51
BAM icon
965
Brookfield Asset Management
BAM
$77.6B
$220K ﹤0.01%
4,941
-282
DFAI icon
966
Dimensional International Core Equity Market ETF
DFAI
$16.7B
$219K ﹤0.01%
+5,624
LGLV icon
967
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
$219K ﹤0.01%
1,227
VYMI icon
968
Vanguard International High Dividend Yield ETF
VYMI
$19.9B
$218K ﹤0.01%
+2,315
TTC icon
969
Toro Company
TTC
$8.64B
$218K ﹤0.01%
+2,333
MLM icon
970
Martin Marietta Materials
MLM
$36.2B
$217K ﹤0.01%
368
+40
FTNT icon
971
Fortinet
FTNT
$108B
$216K ﹤0.01%
+2,641
CCL icon
972
Carnival Corporation Ltd
CCL
$42.8B
$215K ﹤0.01%
8,310
-10,720
FTCS icon
973
First Trust Capital Strength ETF
FTCS
$7.76B
$215K ﹤0.01%
+2,317
XAR icon
974
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.33B
$212K ﹤0.01%
+836
FE icon
975
FirstEnergy
FE
$27.6B
$212K ﹤0.01%
+4,191