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 +$4.54B
2 +$427M
3 +$280M
4
NVDA icon
NVIDIA
NVDA
+$279M
5
MSFT icon
Microsoft
MSFT
+$222M

Top Sells

1 +$2.04B
2 +$1.57B
3 +$275M
4
ITUB icon
Itaú Unibanco
ITUB
+$249M
5
INTU icon
Intuit
INTU
+$161M

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
SAM icon
1051
Boston Beer
SAM
$2.63B
-231,467
RYI icon
1052
Ryerson Holding
RYI
$900M
-51,611
RF icon
1053
Regions Financial
RF
$25.8B
-43,415
QYLD icon
1054
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.23B
-17,670
PRF icon
1055
Invesco FTSE RAFI US 1000 ETF
PRF
$9.03B
-11,237
POOL icon
1056
Pool Corp
POOL
$10B
-184,045
PNR icon
1057
Pentair
PNR
$16.3B
-113,869
NET icon
1058
Cloudflare
NET
$65.2B
-964
MTA
1059
Metalla Royalty & Streaming
MTA
$676M
-25,870
MKC icon
1060
McCormick & Company Non-Voting
MKC
$19.2B
-3,380
MGRM
1061
DELISTED
Monogram Orthopaedics
MGRM
-11,060
MAS icon
1062
Masco
MAS
$15.8B
-4,464
LNTH icon
1063
Lantheus
LNTH
$4.56B
-138,154
KSA icon
1064
iShares MSCI Saudi Arabia ETF
KSA
$658M
-781,350
JPC icon
1065
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
-22,129
JMIA
1066
Jumia Technologies
JMIA
$1.15B
-10,150
IWS icon
1067
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
-2,289
IWO icon
1068
iShares Russell 2000 Growth ETF
IWO
$13.2B
-1,371
IWN icon
1069
iShares Russell 2000 Value ETF
IWN
$12.9B
-2,699
INFY icon
1070
Infosys
INFY
$57.5B
-8,954,374
IART icon
1071
Integra LifeSciences
IART
$842M
-47,198
IAGG icon
1072
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
-7,165
HUN icon
1073
Huntsman Corp
HUN
$2.31B
-132,503
HUBS icon
1074
HubSpot
HUBS
$12.1B
-50,149
HOLX icon
1075
Hologic
HOLX
$16.7B
-7,029