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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
PHM icon
976
Pultegroup
PHM
$23.5B
$212K ﹤0.01%
1,804
+58
MOAT icon
977
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$212K ﹤0.01%
+2,194
LUV icon
978
Southwest Airlines
LUV
$22.2B
$212K ﹤0.01%
+5,632
MTH icon
979
Meritage Homes
MTH
$4.97B
$212K ﹤0.01%
3,421
-9
SCHX icon
980
Schwab US Large- Cap ETF
SCHX
$71.2B
$211K ﹤0.01%
8,215
-10,259
SPYI icon
981
NEOS S&P 500 High Income ETF
SPYI
$9.94B
$210K ﹤0.01%
+4,259
EBAY icon
982
eBay
EBAY
$48.2B
$210K ﹤0.01%
2,304
-2,615
AVUV icon
983
Avantis US Small Cap Value ETF
AVUV
$28.5B
$209K ﹤0.01%
+1,894
COPX icon
984
Global X Copper Miners ETF NEW
COPX
$7.99B
$209K ﹤0.01%
+2,738
IGSB icon
985
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$207K ﹤0.01%
3,944
-174
IWP icon
986
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$207K ﹤0.01%
1,614
-397
GDXJ icon
987
VanEck Junior Gold Miners ETF
GDXJ
$7.67B
$206K ﹤0.01%
+1,713
VST icon
988
Vistra
VST
$49.9B
$205K ﹤0.01%
+1,365
FELC icon
989
Fidelity Enhanced Large Cap Core ETF
FELC
$7.55B
$203K ﹤0.01%
5,591
-899
BRO icon
990
Brown & Brown
BRO
$20.3B
$202K ﹤0.01%
3,098
-448
GLDM icon
991
SPDR Gold MiniShares Trust
GLDM
$28.6B
$202K ﹤0.01%
2,173
-8,178
SCZ icon
992
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$201K ﹤0.01%
+2,561
AWK icon
993
American Water Works
AWK
$24.7B
$200K ﹤0.01%
+1,471
QBTS icon
994
D-Wave Quantum
QBTS
$8.66B
$179K ﹤0.01%
+12,381
NZF icon
995
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$171K ﹤0.01%
+14,042
GOF icon
996
Guggenheim Strategic Opportunities Fund
GOF
$2.34B
$167K ﹤0.01%
+15,126
MUA icon
997
BlackRock MuniAssets Fund
MUA
$541M
$157K ﹤0.01%
+14,796
VRA icon
998
Vera Bradley
VRA
$108M
$156K ﹤0.01%
49,378
KOPN icon
999
Kopin
KOPN
$915M
$148K ﹤0.01%
65,875
VGM icon
1000
Invesco Trust Investment Grade Municipals
VGM
$554M
$142K ﹤0.01%
+14,352