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 +$4.56B
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
LNTH icon
1051
Lantheus
LNTH
$5.49B
-138,154
MANH icon
1052
Manhattan Associates
MANH
$8.42B
-36,220
MAS icon
1053
Masco
MAS
$15B
-4,464
MGRM
1054
DELISTED
Monogram Orthopaedics
MGRM
-11,060
MKC icon
1055
McCormick & Company Non-Voting
MKC
$13.9B
-3,380
MTA
1056
Metalla Royalty & Streaming
MTA
$635M
-25,870
POOL icon
1057
Pool Corp
POOL
$8.53B
-184,045
PRF icon
1058
Invesco FTSE RAFI US 1000 ETF
PRF
$9.36B
-11,237
QYLD icon
1059
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.32B
-17,670
RF icon
1060
Regions Financial
RF
$23.7B
-43,415
RYZ
1061
Ryerson Holding Corp
RYZ
$1.36B
-51,611
SAM icon
1062
Boston Beer
SAM
$2.47B
-231,467
TSN icon
1063
Tyson Foods
TSN
$22.5B
-32,240
UFPI icon
1064
UFP Industries
UFPI
$5.39B
-247,329
UHS icon
1065
Universal Health Services
UHS
$10.6B
-7,630
VICI icon
1066
VICI Properties
VICI
$30.4B
-7,023
VOT icon
1067
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
-872
VRNT
1068
DELISTED
Verint Systems
VRNT
-41,246
VRTS icon
1069
Virtus Investment Partners
VRTS
$956M
-62,713
VSH icon
1070
Vishay Intertechnology
VSH
$3.84B
-64,915
VTLE
1071
DELISTED
Vital Energy
VTLE
-107,919
VTRS icon
1072
Viatris
VTRS
$17B
-11,732
WHD icon
1073
Cactus
WHD
$3.94B
-593,696
WHR icon
1074
Whirlpool
WHR
$3.47B
-3,056
WMS icon
1075
Advanced Drainage Systems
WMS
$11.8B
-40,607