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

Top Buys

1 +$2.87B
2 +$358M
3 +$287M
4
MSFT icon
Microsoft
MSFT
+$278M
5
AAPL icon
Apple
AAPL
+$200M

Top Sells

1 +$1.8B
2 +$205M
3 +$177M
4
ADBE icon
Adobe
ADBE
+$120M
5
GTLS icon
Chart Industries
GTLS
+$95.2M

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
TGI
1051
DELISTED
Triumph Group
TGI
-65,696
TOL icon
1052
Toll Brothers
TOL
$13.9B
-88,890
USRT icon
1053
iShares Core US REIT ETF
USRT
$3.72B
-6,414
VBK icon
1054
Vanguard Small-Cap Growth ETF
VBK
$22.4B
-928
CPSS icon
1055
Consumer Portfolio Services
CPSS
$184M
-102,377
CVCO icon
1056
Cavco Industries
CVCO
$4.19B
-27,682
EXC icon
1057
Exelon
EXC
$48B
-4,834
FDS icon
1058
Factset
FDS
$8.16B
-9,313
FELG icon
1059
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.29B
-6,336
GOF icon
1060
Guggenheim Strategic Opportunities Fund
GOF
$2.38B
-13,964
GOVT icon
1061
iShares US Treasury Bond ETF
GOVT
$40.9B
-19,637
GPC icon
1062
Genuine Parts
GPC
$15B
-2,145
HES
1063
DELISTED
Hess
HES
-2,740
IBIT icon
1064
iShares Bitcoin Trust
IBIT
$62.9B
-3,924
IBND icon
1065
SPDR Bloomberg International Corporate Bond ETF
IBND
$459M
-46,234
IDEV icon
1066
iShares Core MSCI International Developed Markets ETF
IDEV
$29.1B
-3,862
IDHQ icon
1067
Invesco S&P International Developed Quality ETF
IDHQ
$739M
-13,414
IGSB icon
1068
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
-6,710
INGR icon
1069
Ingredion
INGR
$7.11B
-1,494
IONQ icon
1070
IonQ
IONQ
$15.7B
-12,031
ITOS
1071
DELISTED
iTeos Therapeutics
ITOS
-55,722
IWX icon
1072
iShares Russell Top 200 Value ETF
IWX
$3.71B
-5,720
J icon
1073
Jacobs Solutions
J
$14.9B
-1,562
JAAA icon
1074
Janus Henderson AAA CLO ETF
JAAA
$27B
-11,286
JEPI icon
1075
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
-4,735