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
BOND icon
1026
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.84B
-2,470
BTMD icon
1027
Biote Corp
BTMD
$73.1M
-10,000
CF icon
1028
CF Industries
CF
$18.6B
-7,866
CLM icon
1029
Cornerstone Strategic Value Fund
CLM
$2.22B
-25,604
DOCU
1030
DocuSign
DOCU
$8.98B
-2,952
DRI icon
1031
Darden Restaurants
DRI
$23B
-1,864
GGT
1032
Gabelli Multimedia Trust
GGT
$174M
-23,353
GMED icon
1033
Globus Medical
GMED
$12.8B
-9,951
GSLC icon
1034
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
-2,709
GTLS icon
1035
Chart Industries
GTLS
$9.95B
-9,338
GUT
1036
Gabelli Utility Trust
GUT
$552M
-12,170
HAE icon
1037
Haemonetics
HAE
$2.79B
-662,504
HAYW icon
1038
Hayward Holdings
HAYW
$3.34B
-39,009
HELE icon
1039
Helen of Troy
HELE
$549M
-9,875
HLX icon
1040
Helix Energy Solutions
HLX
$1.46B
-2,254,930
HODL icon
1041
VanEck Bitcoin Trust
HODL
$1.43B
-7,088
HOLX
1042
DELISTED
Hologic
HOLX
-7,029
HUBS icon
1043
HubSpot
HUBS
$11.8B
-50,149
HUN icon
1044
Huntsman Corp
HUN
$2.37B
-132,503
IAGG icon
1045
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
-7,165
IART icon
1046
Integra LifeSciences
IART
$824M
-47,198
INFY icon
1047
Infosys
INFY
$52B
-8,954,374
IWN icon
1048
iShares Russell 2000 Value ETF
IWN
$13.3B
-2,699
IWO icon
1049
iShares Russell 2000 Growth ETF
IWO
$13.8B
-1,371
LFUS icon
1050
Littelfuse
LFUS
$10.2B
-5,934