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
VYM icon
976
Vanguard High Dividend Yield ETF
VYM
$68.2B
$210K ﹤0.01%
1,490
-3,178
AON icon
977
Aon
AON
$75.7B
$209K ﹤0.01%
586
-186
ABNB icon
978
Airbnb
ABNB
$81.1B
$209K ﹤0.01%
+1,721
ARCC icon
979
Ares Capital
ARCC
$14.5B
$209K ﹤0.01%
10,234
-8,177
MINT icon
980
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$208K ﹤0.01%
+2,064
GEN icon
981
Gen Digital
GEN
$17.2B
$207K ﹤0.01%
+7,305
NET icon
982
Cloudflare
NET
$67.1B
$207K ﹤0.01%
+964
BAM icon
983
Brookfield Asset Management
BAM
$83.3B
$206K ﹤0.01%
3,621
-1,742
FIS icon
984
Fidelity National Information Services
FIS
$34.3B
$203K ﹤0.01%
3,084
-624
TRGP icon
985
Targa Resources
TRGP
$39.1B
$203K ﹤0.01%
1,213
+14
EWG icon
986
iShares MSCI Germany ETF
EWG
$1.72B
$201K ﹤0.01%
4,839
-100
GLDM icon
987
SPDR Gold MiniShares Trust
GLDM
$25.6B
$201K ﹤0.01%
2,626
-973
JPC icon
988
Nuveen Preferred & Income Opportunities Fund
JPC
$2.87B
$181K ﹤0.01%
22,129
+7,555
FSK icon
989
FS KKR Capital
FSK
$4.21B
$178K ﹤0.01%
+11,922
DNP icon
990
DNP Select Income Fund
DNP
$3.73B
$174K ﹤0.01%
+17,417
MTA
991
Metalla Royalty & Streaming
MTA
$717M
$164K ﹤0.01%
+25,870
KOPN icon
992
Kopin
KOPN
$404M
$160K ﹤0.01%
65,875
NMAX
993
Newsmax Inc
NMAX
$1.18B
$135K ﹤0.01%
+10,849
ABR icon
994
Arbor Realty Trust
ABR
$1.62B
$122K ﹤0.01%
+10,024
JMIA
995
Jumia Technologies
JMIA
$1.45B
$118K ﹤0.01%
+10,150
VTRS icon
996
Viatris
VTRS
$13.5B
$116K ﹤0.01%
11,732
+1,297
CRF
997
Cornerstone Total Return Fund
CRF
$1.2B
$114K ﹤0.01%
14,168
+1,660
NOK icon
998
Nokia
NOK
$34.5B
$107K ﹤0.01%
22,143
-293
AGNC icon
999
AGNC Investment
AGNC
$11.2B
$101K ﹤0.01%
10,304
-10,513
GGT
1000
Gabelli Multimedia Trust
GGT
$146M
$100K ﹤0.01%
+23,353