Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$427M
3 +$280M
4
NVDA icon
NVIDIA
NVDA
+$279M
5
MSFT icon
Microsoft
MSFT
+$222M

Top Sells

1 +$2.04B
2 +$1.57B
3 +$275M
4
ITUB icon
Itaú Unibanco
ITUB
+$249M
5
INTU icon
Intuit
INTU
+$161M

Sector Composition

1 Technology 25.35%
2 Financials 19.13%
3 Healthcare 9.52%
4 Industrials 9.41%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KEYS icon
951
Keysight
KEYS
$40.1B
$241K ﹤0.01%
+1,187
TTWO icon
952
Take-Two Interactive
TTWO
$35.9B
$238K ﹤0.01%
+928
ZM icon
953
Zoom
ZM
$27.4B
$235K ﹤0.01%
+2,721
MINN icon
954
Mairs & Power Minnesota Municipal Bond ETF
MINN
$37.5M
$234K ﹤0.01%
10,385
RPM icon
955
RPM International
RPM
$15.1B
$231K ﹤0.01%
+2,222
FIS icon
956
Fidelity National Information Services
FIS
$24.2B
$230K ﹤0.01%
3,454
+370
FICO icon
957
Fair Isaac
FICO
$31.9B
$230K ﹤0.01%
135
-19
WEC icon
958
WEC Energy
WEC
$37.7B
$229K ﹤0.01%
2,172
+156
ROL icon
959
Rollins
ROL
$27.9B
$228K ﹤0.01%
3,792
-1,032
VEEV icon
960
Veeva Systems
VEEV
$28.6B
$227K ﹤0.01%
+1,017
MTH icon
961
Meritage Homes
MTH
$5.49B
$226K ﹤0.01%
3,430
-19,266
SLV icon
962
iShares Silver Trust
SLV
$40.5B
$224K ﹤0.01%
+3,483
AON icon
963
Aon
AON
$69B
$224K ﹤0.01%
635
+49
LOGI icon
964
Logitech
LOGI
$13.1B
$223K ﹤0.01%
2,229
+163
UHAL.B icon
965
U-Haul Holding Co Series N
UHAL.B
$8.75B
$223K ﹤0.01%
+4,770
EWG icon
966
iShares MSCI Germany ETF
EWG
$1.79B
$222K ﹤0.01%
5,227
+388
AVEM icon
967
Avantis Emerging Markets Equity ETF
AVEM
$19.3B
$222K ﹤0.01%
+2,879
JPST icon
968
JPMorgan Ultra-Short Income ETF
JPST
$36.7B
$221K ﹤0.01%
+4,370
FNDX icon
969
Schwab Fundamental US Large Company Index ETF
FNDX
$24B
$221K ﹤0.01%
8,121
-5,250
ACM icon
970
Aecom
ACM
$11.4B
$221K ﹤0.01%
2,314
+179
DGX icon
971
Quest Diagnostics
DGX
$22.8B
$220K ﹤0.01%
+1,269
B
972
Barrick Mining
B
$80.3B
$219K ﹤0.01%
+5,034
IGSB icon
973
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$218K ﹤0.01%
+4,118
PSA icon
974
Public Storage
PSA
$52.7B
$216K ﹤0.01%
833
+75
MPWR icon
975
Monolithic Power Systems
MPWR
$57.1B
$216K ﹤0.01%
+238