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 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
SHM icon
1026
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
-7,060
SOFI icon
1027
SoFi Technologies
SOFI
$33.5B
-10,540
SPAB icon
1028
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.07B
-7,988
SPYG icon
1029
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.4B
-5,492
SPYV icon
1030
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.3B
-8,775
STE icon
1031
Steris
STE
$25.8B
-1,059
SYY icon
1032
Sysco
SYY
$35B
-3,229
TENB icon
1033
Tenable Holdings
TENB
$3.15B
-1,233,591
TPL icon
1034
Texas Pacific Land
TPL
$21.3B
-373
TRP icon
1035
TC Energy
TRP
$56.8B
-4,558
TTC icon
1036
Toro Company
TTC
$6.97B
-9,270
TTD icon
1037
Trade Desk
TTD
$19.4B
-5,256
DD icon
1038
DuPont de Nemours
DD
$17B
-3,198
BECN
1039
DELISTED
Beacon Roofing Supply, Inc.
BECN
-29,229
CEF icon
1040
Sprott Physical Gold and Silver Trust
CEF
$8.12B
-13,302
CNYA icon
1041
iShares MSCI China A ETF
CNYA
$210M
-892,644
COIN icon
1042
Coinbase
COIN
$72.7B
-1,937
CQP icon
1043
Cheniere Energy
CQP
$27B
-3,072
CRL icon
1044
Charles River Laboratories
CRL
$9.07B
-255,223
D icon
1045
Dominion Energy
D
$49.9B
-14,003
DBI icon
1046
Designer Brands
DBI
$242M
-140,705
DFAC icon
1047
Dimensional US Core Equity 2 ETF
DFAC
$40B
-27,609
DFAS icon
1048
Dimensional US Small Cap ETF
DFAS
$12B
-9,413
DFAT icon
1049
Dimensional US Targeted Value ETF
DFAT
$12B
-16,710
DFAU icon
1050
Dimensional US Core Equity Market ETF
DFAU
$10.3B
-11,722