Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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
+19.67%
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
D icon
1001
Dominion Energy
D
$50.3B
-14,003
DBI icon
1002
Designer Brands
DBI
$182M
-140,705
DD icon
1003
DuPont de Nemours
DD
$34.4B
-3,198
DFAC icon
1004
Dimensional US Core Equity 2 ETF
DFAC
$38.9B
-27,609
DFAS icon
1005
Dimensional US Small Cap ETF
DFAS
$11.3B
-9,413
DFAT icon
1006
Dimensional US Targeted Value ETF
DFAT
$11.4B
-16,710
DFAU icon
1007
Dimensional US Core Equity Market ETF
DFAU
$9.64B
-11,722
DFS
1008
DELISTED
Discover Financial Services
DFS
-2,533
DFUV icon
1009
Dimensional US Marketwide Value ETF
DFUV
$12.3B
-8,644
DGRO icon
1010
iShares Core Dividend Growth ETF
DGRO
$35.5B
-4,973
DUHP icon
1011
Dimensional US High Profitability ETF
DUHP
$9.8B
-31,791
ED icon
1012
Consolidated Edison
ED
$35B
-2,255
ELV icon
1013
Elevance Health
ELV
$74.8B
-571
FARO
1014
DELISTED
Faro Technologies
FARO
-57,984
FELC icon
1015
Fidelity Enhanced Large Cap Core ETF
FELC
$5.44B
-7,251
FIVN icon
1016
FIVE9
FIVN
$1.81B
-717,889
FNDE icon
1017
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.09B
-7,326
FSBC icon
1018
Five Star Bancorp
FSBC
$773M
-43,240
FTCS icon
1019
First Trust Capital Strength ETF
FTCS
$8.28B
-2,248
FTSM icon
1020
First Trust Enhanced Short Maturity ETF
FTSM
$6.19B
-6,961
FVD icon
1021
First Trust Value Line Dividend Fund
FVD
$8.86B
-7,477
HEFA icon
1022
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.74B
-7,933
HIG icon
1023
Hartford Financial Services
HIG
$34.2B
-1,638
HYG icon
1024
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
-2,734
IBP icon
1025
Installed Building Products
IBP
$7.13B
-3,212