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
$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
HODL icon
951
VanEck Bitcoin Trust
HODL
$1.64B
$216K ﹤0.01%
7,088
-4,752
LGLV icon
952
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
$214K ﹤0.01%
1,227
EXC icon
953
Exelon
EXC
$44.2B
$210K ﹤0.01%
+4,834
ITOT icon
954
iShares Core S&P Total US Stock Market ETF
ITOT
$80.8B
$210K ﹤0.01%
1,552
-1,296
DOW icon
955
Dow Inc
DOW
$16.3B
$210K ﹤0.01%
7,912
+798
EWG icon
956
iShares MSCI Germany ETF
EWG
$1.78B
$209K ﹤0.01%
+4,939
TRGP icon
957
Targa Resources
TRGP
$38.8B
$209K ﹤0.01%
1,199
-432
GOF icon
958
Guggenheim Strategic Opportunities Fund
GOF
$2.41B
$208K ﹤0.01%
+13,964
SRE icon
959
Sempra
SRE
$59.2B
$207K ﹤0.01%
+2,734
SNOW icon
960
Snowflake
SNOW
$77.5B
$206K ﹤0.01%
+920
J icon
961
Jacobs Solutions
J
$16.7B
$205K ﹤0.01%
+1,562
FNF icon
962
Fidelity National Financial
FNF
$15.8B
$204K ﹤0.01%
3,633
+260
INGR icon
963
Ingredion
INGR
$6.88B
$203K ﹤0.01%
+1,494
SCHZ icon
964
Schwab US Aggregate Bond ETF
SCHZ
$9.37B
$203K ﹤0.01%
+8,722
FITB icon
965
Fifth Third Bancorp
FITB
$30B
$201K ﹤0.01%
+4,894
AGNC icon
966
AGNC Investment
AGNC
$11.4B
$191K ﹤0.01%
20,817
-19,721
FAX
967
abrdn Asia-Pacific Income Fund
FAX
$629M
$187K ﹤0.01%
+11,757
NEA icon
968
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.49B
$148K ﹤0.01%
+13,575
JPC icon
969
Nuveen Preferred & Income Opportunities Fund
JPC
$2.94B
$117K ﹤0.01%
14,574
+734
NOK icon
970
Nokia
NOK
$33.7B
$116K ﹤0.01%
+22,436
VRA icon
971
Vera Bradley
VRA
$61.5M
$109K ﹤0.01%
+49,378
KOPN icon
972
Kopin
KOPN
$474M
$101K ﹤0.01%
65,875
+10,515
CRF
973
Cornerstone Total Return Fund
CRF
$1.23B
$96.9K ﹤0.01%
12,508
-76,472
VTRS icon
974
Viatris
VTRS
$12.6B
$93.2K ﹤0.01%
10,435
-3,391
ORC
975
Orchid Island Capital
ORC
$1.23B
$77.1K ﹤0.01%
+11,000