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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
$295B
AUM Growth
+$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.41B
3 +$1.17B
4
CSCO icon
Cisco
CSCO
+$1.1B
5
NVS icon
Novartis
NVS
+$984M

Top Sells

1 +$1.74B
2 +$1.21B
3 +$1.06B
4
SYK icon
Stryker
SYK
+$955M
5
BSX icon
Boston Scientific
BSX
+$695M

Sector Composition

1 Technology 23.16%
2 Financials 17.3%
3 Industrials 10.45%
4 Healthcare 9.91%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FICO icon
1051
Fair Isaac
FICO
$27.3B
-135
FIS icon
1052
Fidelity National Information Services
FIS
$20.3B
-3,454
FNDX icon
1053
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
-8,121
GEN icon
1054
Gen Digital
GEN
$14.7B
-7,735
GFI icon
1055
Gold Fields
GFI
$32.6B
-4,895
GL icon
1056
Globe Life
GL
$12.9B
-1,437
GO icon
1057
Grocery Outlet
GO
$948M
-2,546,083
GPC icon
1058
Genuine Parts
GPC
$14.3B
-1,996
HOOD icon
1059
Robinhood
HOOD
$83.9B
-2,787
HPQ icon
1060
HP
HPQ
$23.1B
-9,094
HUBG icon
1061
HUB Group
HUBG
$2.84B
-667,510
HUM icon
1062
Humana
HUM
$45.5B
-818
HUMA icon
1063
Humacyte
HUMA
$233M
-49,400
IDV icon
1064
iShares International Select Dividend ETF
IDV
$8.65B
-13,235
IRWD icon
1065
Ironwood Pharmaceuticals
IRWD
$601M
-10,000
IVLU icon
1066
iShares MSCI Intl Value Factor ETF
IVLU
$4.3B
-6,543
JAAA icon
1067
Janus Henderson AAA CLO ETF
JAAA
$27.8B
-4,182
JBL icon
1068
Jabil
JBL
$40.6B
-1,102
JPST icon
1069
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
-4,370
KBH icon
1070
KB Home
KBH
$3.38B
-3,743
MAIN icon
1071
Main Street Capital
MAIN
$4.84B
-4,540
MDY icon
1072
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
-541
MINT icon
1073
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
-2,546
MMSI icon
1074
Merit Medical Systems
MMSI
$3.97B
-205,003
MNST icon
1075
Monster Beverage
MNST
$90.8B
-2,766