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
OCCI
976
OFS Credit Co
OCCI
$139M
$68.5K ﹤0.01%
+11,000
PSEC icon
977
Prospect Capital
PSEC
$1.26B
$64.8K ﹤0.01%
+20,384
OPK icon
978
Opko Health
OPK
$1.03B
$40K ﹤0.01%
+30,301
SLDP icon
979
Solid Power
SLDP
$988M
$34.6K ﹤0.01%
+15,800
APYX icon
980
Apyx Medical
APYX
$162M
$33.6K ﹤0.01%
+14,949
BLNK icon
981
Blink Charging
BLNK
$137M
$16K ﹤0.01%
16,980
+3,518
IRWD icon
982
Ironwood Pharmaceuticals
IRWD
$566M
$7.17K ﹤0.01%
+10,000
SENS icon
983
Senseonics Holdings Inc
SENS
$270M
$4.76K ﹤0.01%
500
-50
VXRT
984
DELISTED
Vaxart
VXRT
$4.55K ﹤0.01%
10,069
+69
ABR icon
985
Arbor Realty Trust
ABR
$1.73B
-27,998
ACI icon
986
Albertsons Companies
ACI
$9.46B
-20,591
ALKT icon
987
Alkami Technology
ALKT
$2.26B
-9,349
AMP icon
988
Ameriprise Financial
AMP
$44.3B
-440
AVDV icon
989
Avantis International Small Cap Value ETF
AVDV
$14.7B
-5,016
AWK icon
990
American Water Works
AWK
$25.3B
-1,956
BDX icon
991
Becton Dickinson
BDX
$55.4B
-1,191
BFZ icon
992
BlackRock CA Municipal Income Trust
BFZ
$327M
-39,619
BINC icon
993
BlackRock Flexible Income ETF
BINC
$14.5B
-4,089
BUFR icon
994
FT Vest Fund of Buffer ETFs
BUFR
$8.17B
-11,684
CAH icon
995
Cardinal Health
CAH
$47.2B
-1,474
DFUV icon
996
Dimensional US Marketwide Value ETF
DFUV
$12.7B
-8,644
DGRO icon
997
iShares Core Dividend Growth ETF
DGRO
$35.7B
-4,973
DUHP icon
998
Dimensional US High Profitability ETF
DUHP
$10.2B
-31,791
ED icon
999
Consolidated Edison
ED
$34.9B
-2,255
ELV icon
1000
Elevance Health
ELV
$73.5B
-571