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
VTRS icon
1026
Viatris
VTRS
$18.2B
-11,732
VTLE
1027
DELISTED
Vital Energy
VTLE
-107,919
VSH icon
1028
Vishay Intertechnology
VSH
$2.63B
-64,915
VRTS icon
1029
Virtus Investment Partners
VRTS
$932M
-62,713
VRNT
1030
DELISTED
Verint Systems
VRNT
-41,246
VOT icon
1031
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
-872
VICI icon
1032
VICI Properties
VICI
$31.1B
-7,023
UHS icon
1033
Universal Health Services
UHS
$14.6B
-7,630
UFPI icon
1034
UFP Industries
UFPI
$6.67B
-247,329
TSN icon
1035
Tyson Foods
TSN
$22.3B
-32,240
TREX icon
1036
Trex
TREX
$4.57B
-329,124
TQQQ icon
1037
ProShares UltraPro QQQ
TQQQ
$26.8B
-11,542
TPH icon
1038
Tri Pointe Homes
TPH
$3.14B
-35,531
TITN icon
1039
Titan Machinery
TITN
$445M
-64,706
TFX icon
1040
Teleflex
TFX
$4.62B
-2,200
TALO icon
1041
Talos Energy
TALO
$2.14B
-23,308
TAK icon
1042
Takeda Pharmaceutical
TAK
$58B
-40,484
SYNA icon
1043
Synaptics
SYNA
$3.57B
-19,734
SWK icon
1044
Stanley Black & Decker
SWK
$13.9B
-2,833
SSD icon
1045
Simpson Manufacturing
SSD
$8.67B
-143,661
SPTM icon
1046
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
-5,260
TMHC icon
1047
Taylor Morrison
TMHC
$6.4B
-21,832
SMG icon
1048
ScottsMiracle-Gro
SMG
$3.88B
-196,355
SMCI icon
1049
Super Micro Computer
SMCI
$18.2B
-6,817
SENS icon
1050
Senseonics Holdings Inc
SENS
$310M
-675