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
$276B
AUM Growth
+$24.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1 +$2.89B
2 +$383M
3 +$299M
4
MSFT icon
Microsoft
MSFT
+$282M
5
AAPL icon
Apple
AAPL
+$226M

Top Sells

1 +$1.82B
2 +$209M
3 +$168M
4
ADBE icon
Adobe
ADBE
+$118M
5
SAN icon
Banco Santander
SAN
+$104M

Sector Composition

1 Technology 26.4%
2 Financials 18.68%
3 Industrials 9.33%
4 Healthcare 8.68%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BPMC
1051
DELISTED
Blueprint Medicines
BPMC
-7,459
BZH icon
1052
Beazer Homes USA
BZH
$637M
-47,090
CIBR icon
1053
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
-3,075
COWZ icon
1054
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
-13,734
CPSS icon
1055
Consumer Portfolio Services
CPSS
$210M
-102,377
CVCO icon
1056
Cavco Industries
CVCO
$4.68B
-27,682
DELL icon
1057
Dell
DELL
$84.8B
-2,314
DFAX icon
1058
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.86B
-16,393
DFUS icon
1059
Dimensional US Equity ETF
DFUS
$17.8B
-4,180
DGRW icon
1060
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.8B
-5,179
DGX icon
1061
Quest Diagnostics
DGX
$19.9B
-1,224
DOW icon
1062
Dow Inc
DOW
$16.4B
-7,912
DVY icon
1063
iShares Select Dividend ETF
DVY
$20.9B
-1,751
GPC icon
1064
Genuine Parts
GPC
$17.8B
-2,145
HES
1065
DELISTED
Hess
HES
-2,740
IBIT icon
1066
iShares Bitcoin Trust
IBIT
$66.7B
-3,924
IBND icon
1067
SPDR Bloomberg International Corporate Bond ETF
IBND
$385M
-46,234
IDEV icon
1068
iShares Core MSCI International Developed Markets ETF
IDEV
$23.4B
-3,862
IDHQ icon
1069
Invesco S&P International Developed Quality ETF
IDHQ
$538M
-13,414
IGSB icon
1070
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
-6,710
IMO icon
1071
Imperial Oil
IMO
$42.2B
-4,497
INGR icon
1072
Ingredion
INGR
$7.1B
-1,494
IONQ icon
1073
IonQ
IONQ
$16.2B
-12,031
ITOS
1074
DELISTED
iTeos Therapeutics
ITOS
-55,722
IWX icon
1075
iShares Russell Top 200 Value ETF
IWX
$3.04B
-5,720