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
LGLV icon
976
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.15B
$215K ﹤0.01%
1,227
-252
SPEM icon
977
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.8B
$214K ﹤0.01%
+4,566
GFI icon
978
Gold Fields
GFI
$48.9B
$214K ﹤0.01%
+4,895
CDNS icon
979
Cadence Design Systems
CDNS
$81.5B
$214K ﹤0.01%
683
-4
BBEU icon
980
JPMorgan BetaBuilders Europe ETF
BBEU
$9.18B
$213K ﹤0.01%
+2,908
CGGO icon
981
Capital Group Global Growth Equity ETF
CGGO
$9.01B
$213K ﹤0.01%
6,134
-295
MNST icon
982
Monster Beverage
MNST
$79.6B
$212K ﹤0.01%
+2,766
JAAA icon
983
Janus Henderson AAA CLO ETF
JAAA
$26.6B
$212K ﹤0.01%
+4,182
CORP icon
984
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.49B
$211K ﹤0.01%
2,159
-214
KBH icon
985
KB Home
KBH
$4.19B
$211K ﹤0.01%
3,743
-32,554
GEN icon
986
Gen Digital
GEN
$14.4B
$210K ﹤0.01%
7,735
+430
ED icon
987
Consolidated Edison
ED
$41B
$210K ﹤0.01%
+2,116
HUM icon
988
Humana
HUM
$22.1B
$210K ﹤0.01%
+818
IDXX icon
989
Idexx Laboratories
IDXX
$50.3B
$206K ﹤0.01%
+304
D icon
990
Dominion Energy
D
$56.8B
$205K ﹤0.01%
3,501
-800
PHM icon
991
Pultegroup
PHM
$27.4B
$205K ﹤0.01%
+1,746
NOK icon
992
Nokia
NOK
$39.2B
$205K ﹤0.01%
31,624
+9,481
MLM icon
993
Martin Marietta Materials
MLM
$40.9B
$205K ﹤0.01%
328
-55
TRN icon
994
Trinity Industries
TRN
$2.81B
$203K ﹤0.01%
7,682
TSCO icon
995
Tractor Supply
TSCO
$29.1B
$203K ﹤0.01%
+4,058
HPQ icon
996
HP
HPQ
$17.7B
$203K ﹤0.01%
9,094
-83
DFAT icon
997
Dimensional US Targeted Value ETF
DFAT
$13.4B
$202K ﹤0.01%
3,397
-593
GL icon
998
Globe Life
GL
$11.5B
$201K ﹤0.01%
+1,437
CSTM icon
999
Constellium
CSTM
$3.21B
$192K ﹤0.01%
+10,173
KOPN icon
1000
Kopin
KOPN
$388M
$154K ﹤0.01%
65,875