Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Est. Return 19.67%
 

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
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$696M
2 +$424M
3 +$402M
4
SAP icon
SAP
SAP
+$354M
5
SPOT icon
Spotify
SPOT
+$353M

Top Sells

1 +$1.91B
2 +$1.3B
3 +$1.04B
4
LLY icon
Eli Lilly
LLY
+$886M
5
JPM icon
JPMorgan Chase
JPM
+$868M

Sector Composition

1 Technology 25.47%
2 Financials 18.4%
3 Industrials 9.35%
4 Healthcare 9.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NLY icon
1051
Annaly Capital Management
NLY
$14.2B
-23,651
NVR icon
1052
NVR
NVR
$20.3B
-34
PGX icon
1053
Invesco Preferred ETF
PGX
$3.92B
-12,527
PHYS icon
1054
Sprott Physical Gold
PHYS
$14B
-12,211
PSA icon
1055
Public Storage
PSA
$50.7B
-751
QQQX icon
1056
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.38B
-24,655
RAVE icon
1057
RAVE Restaurant Group
RAVE
$36.7M
-10,033
RDVY icon
1058
First Trust Rising Dividend Achievers ETF
RDVY
$17.3B
-6,135
RIG icon
1059
Transocean
RIG
$4.25B
-41,216
RITM icon
1060
Rithm Capital
RITM
$5.88B
-30,913
RSPT icon
1061
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.47B
-12,856
SAND
1062
DELISTED
Sandstorm Gold
SAND
-10,925
SCHI icon
1063
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.22B
-12,595
SCHQ icon
1064
Schwab Long-Term US Treasury ETF
SCHQ
$833M
-6,484
SCHR icon
1065
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
-12,112
SCHV icon
1066
Schwab US Large-Cap Value ETF
SCHV
$14.1B
-12,855
SFY icon
1067
SoFi Select 500 ETF
SFY
$591M
-3,244
SHM icon
1068
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
-7,060
SOFI icon
1069
SoFi Technologies
SOFI
$36.1B
-10,540
SPAB icon
1070
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.68B
-7,988
SPYG icon
1071
SPDR Portfolio S&P 500 Growth ETF
SPYG
$44B
-5,492
SPYV icon
1072
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
-8,775
STE icon
1073
Steris
STE
$23.4B
-1,059
SYY icon
1074
Sysco
SYY
$35.8B
-3,229
TENB icon
1075
Tenable Holdings
TENB
$3.58B
-1,233,591