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
AGNC icon
1001
AGNC Investment
AGNC
$12.6B
$151K ﹤0.01%
14,060
+3,756
USA icon
1002
Liberty All-Star Equity Fund
USA
$1.76B
$150K ﹤0.01%
+23,828
OCSL icon
1003
Oaktree Specialty Lending
OCSL
$1.08B
$132K ﹤0.01%
+10,325
VRA icon
1004
Vera Bradley
VRA
$72.7M
$119K ﹤0.01%
49,378
RCAT icon
1005
Red Cat Holdings
RCAT
$1.34B
$111K ﹤0.01%
+14,000
CRF
1006
Cornerstone Total Return Fund
CRF
$1.16B
$100K ﹤0.01%
12,508
-1,660
SFL icon
1007
SFL Corp
SFL
$1.36B
$99.9K ﹤0.01%
+12,790
MPT
1008
Medical Properties Trust
MPT
$3.34B
$52K ﹤0.01%
+10,402
HUMA icon
1009
Humacyte
HUMA
$195M
$47.4K ﹤0.01%
+49,400
AWP
1010
abrdn Global Premier Properties Fund
AWP
$367M
$43.3K ﹤0.01%
+3,755
OPK icon
1011
Opko Health
OPK
$929M
$37.8K ﹤0.01%
30,000
IRWD icon
1012
Ironwood Pharmaceuticals
IRWD
$750M
$33.7K ﹤0.01%
10,000
IGC icon
1013
IGC Pharma
IGC
$24.3M
$12.2K ﹤0.01%
43,400
ARAY icon
1014
Accuray
ARAY
$60.8M
$9.94K ﹤0.01%
+12,060
ASBP
1015
Aspire Biopharma
ASBP
$6.27M
$1.32K ﹤0.01%
+250
NMAX
1016
Newsmax Inc
NMAX
$684M
-10,849
FLUT icon
1017
Flutter Entertainment
FLUT
$24.8B
-3,424
ZION icon
1018
Zions Bancorporation
ZION
$8.89B
-3,856
ZD icon
1019
Ziff Davis
ZD
$1.19B
-10,531
ZBH icon
1020
Zimmer Biomet
ZBH
$18.9B
-4,395
YELP icon
1021
Yelp
YELP
$1.4B
-17,221
WSC icon
1022
WillScot Mobile Mini Holdings
WSC
$3.86B
-1,385,845
WMS icon
1023
Advanced Drainage Systems
WMS
$13.1B
-40,607
WHR icon
1024
Whirlpool
WHR
$5.11B
-3,056
WHD icon
1025
Cactus
WHD
$3.93B
-593,696