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 +$4.56B
2 +$441M
3 +$281M
4
NVDA icon
NVIDIA
NVDA
+$278M
5
MSFT icon
Microsoft
MSFT
+$230M

Top Sells

1 +$2.05B
2 +$1.6B
3 +$284M
4
ITUB icon
Itaú Unibanco
ITUB
+$247M
5
INTU icon
Intuit
INTU
+$160M

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
$1.75B
$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
$110M
$119K ﹤0.01%
49,378
RCAT icon
1005
Red Cat Holdings
RCAT
$1.43B
$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
$1.45B
$99.9K ﹤0.01%
+12,790
MPT
1008
Medical Properties Trust
MPT
$3.15B
$52K ﹤0.01%
+10,402
HUMA icon
1009
Humacyte
HUMA
$155M
$47.4K ﹤0.01%
+49,400
AWP
1010
abrdn Global Premier Properties Fund
AWP
$365M
$43.3K ﹤0.01%
+3,755
OPK icon
1011
Opko Health
OPK
$934M
$37.8K ﹤0.01%
30,000
IRWD icon
1012
Ironwood Pharmaceuticals
IRWD
$641M
$33.7K ﹤0.01%
10,000
IGC icon
1013
IGC Pharma
IGC
$33.3M
$12.2K ﹤0.01%
43,400
ARAY icon
1014
Accuray
ARAY
$55.2M
$9.94K ﹤0.01%
+12,060
ASBP
1015
Aspire Biopharma
ASBP
$1.03M
$1.32K ﹤0.01%
+250
DNP icon
1016
DNP Select Income Fund
DNP
$4.04B
-17,417
LEN icon
1017
Lennar Class A
LEN
$23.2B
-24,139
ABNB icon
1018
Airbnb
ABNB
$85.6B
-1,721
ABR icon
1019
Arbor Realty Trust
ABR
$1.53B
-10,024
ADFI icon
1020
Anfield Dynamic Fixed Income ETF
ADFI
$51.2M
-11,282
ANIK icon
1021
Anika Therapeutics
ANIK
$206M
-34,494
AOS icon
1022
A.O. Smith
AOS
$8.9B
-39,598
ARCC icon
1023
Ares Capital
ARCC
$13.4B
-10,234
AZTA icon
1024
Azenta
AZTA
$1.19B
-586,289
BLDR icon
1025
Builders FirstSource
BLDR
$9.68B
-22,361