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 Fund
S&P 500
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
DUHP icon
1001
Dimensional US High Profitability ETF
DUHP
$10.7B
-31,791
ED icon
1002
Consolidated Edison
ED
$38B
-2,255
ELV icon
1003
Elevance Health
ELV
$71.8B
-571
FARO
1004
DELISTED
Faro Technologies
FARO
-57,984
FELC icon
1005
Fidelity Enhanced Large Cap Core ETF
FELC
$6.33B
-7,251
FIVN icon
1006
FIVE9
FIVN
$1.44B
-717,889
FNDE icon
1007
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9B
-7,326
FSBC icon
1008
Five Star Bancorp
FSBC
$829M
-43,240
FTCS icon
1009
First Trust Capital Strength ETF
FTCS
$8.25B
-2,248
FTSM icon
1010
First Trust Enhanced Short Maturity ETF
FTSM
$6.26B
-6,961
FVD icon
1011
First Trust Value Line Dividend Fund
FVD
$8.51B
-7,477
HEFA icon
1012
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.92B
-7,933
HIG icon
1013
Hartford Financial Services
HIG
$36.5B
-1,638
HYG icon
1014
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
-2,734
IBP icon
1015
Installed Building Products
IBP
$7.89B
-3,212
ICCM icon
1016
IceCure Medical
ICCM
$43.4M
-11,300
ICHR icon
1017
Ichor Holdings
ICHR
$1.07B
-121,000
IDXX icon
1018
Idexx Laboratories
IDXX
$55.5B
-643
IEI icon
1019
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
-2,732
IJT icon
1020
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.64B
-2,277
IUSG icon
1021
iShares Core S&P US Growth ETF
IUSG
$27.9B
-1,732
IYE icon
1022
iShares US Energy ETF
IYE
$1.27B
-9,267
IYG icon
1023
iShares US Financial Services ETF
IYG
$2.01B
-3,328
IYH icon
1024
iShares US Healthcare ETF
IYH
$3.59B
-3,753
JEPQ icon
1025
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34B
-20,156