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Ken Fisher

Ken Fisher Fisher Asset Management

AUM $295B
1-Year Est. Return 32.61%
 

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
+32.61%
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
CMG icon
1026
Chipotle Mexican Grill
CMG
$41.3B
-10,141
CNMD icon
1027
CONMED
CNMD
$1.05B
-397,046
CPB icon
1028
Campbell Soup
CPB
$6.8B
-14,314
DRI icon
1029
Darden Restaurants
DRI
$24.2B
-1,864
EEM icon
1030
iShares MSCI Emerging Markets ETF
EEM
$30.1B
-4,602
EQIX icon
1031
Equinix
EQIX
$104B
-358
EXAS
1032
DELISTED
Exact Sciences
EXAS
-198,287
FISV
1033
Fiserv Inc
FISV
$28.7B
-2,835
FLO icon
1034
Flowers Foods
FLO
$1.65B
-838,738
FMDE icon
1035
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.07B
-9,829
FNF icon
1036
Fidelity National Financial
FNF
$12.9B
-3,520
FSK icon
1037
FS KKR Capital
FSK
$3.1B
-11,922
FTNT icon
1038
Fortinet
FTNT
$107B
-3,091
FUN icon
1039
Cedar Fair
FUN
$2.4B
-17,182
GAB icon
1040
Gabelli Equity Trust
GAB
$1.76B
-11,175
GCV
1041
Gabelli Convertible and Income Securities Fund
GCV
$93.9M
-14,179
GERN icon
1042
Geron
GERN
$738M
-27,209
GGT
1043
Gabelli Multimedia Trust
GGT
$181M
-23,353
GMED icon
1044
Globus Medical
GMED
$10.9B
-9,951
GSLC icon
1045
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
-2,709
GTLS icon
1046
Chart Industries
GTLS
$9.9B
-9,338
GUT
1047
Gabelli Utility Trust
GUT
$570M
-12,170
HAE icon
1048
Haemonetics
HAE
$3.55B
-662,504
HAYW icon
1049
Hayward Holdings
HAYW
$3.17B
-39,009
HELE icon
1050
Helen of Troy
HELE
$694M
-9,875