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Ken Fisher

Ken Fisher Fisher Asset Management

AUM $295B
1-Year Est. Return 32.61%
 

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
+32.61%
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
HLX icon
1051
Helix Energy Solutions
HLX
$1.44B
-2,254,930
HODL icon
1052
VanEck Bitcoin Trust
HODL
$1.06B
-7,088
HOLX
1053
DELISTED
Hologic
HOLX
-7,029
HUBS icon
1054
HubSpot
HUBS
$9.62B
-50,149
HUN icon
1055
Huntsman Corp
HUN
$2.76B
-132,503
IWS icon
1056
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
-2,289
JMIA
1057
Jumia Technologies
JMIA
$877M
-10,150
JPC icon
1058
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
-22,129
KSA icon
1059
iShares MSCI Saudi Arabia ETF
KSA
$685M
-781,350
LEN icon
1060
Lennar Class A
LEN
$22.2B
-24,139
LFUS icon
1061
Littelfuse
LFUS
$11.9B
-5,934
LNTH icon
1062
Lantheus
LNTH
$6.8B
-138,154
MANH icon
1063
Manhattan Associates
MANH
$8.46B
-36,220
MAS icon
1064
Masco
MAS
$14.9B
-4,464
MGRM
1065
DELISTED
Monogram Orthopaedics
MGRM
-11,060
MKC icon
1066
McCormick & Company Non-Voting
MKC
$13.2B
-3,380
MTA
1067
Metalla Royalty & Streaming
MTA
$683M
-25,870
NET icon
1068
Cloudflare
NET
$81.1B
-964
PNR icon
1069
Pentair
PNR
$11.9B
-113,869
POOL icon
1070
Pool Corp
POOL
$7.11B
-184,045
PRF icon
1071
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
-11,237
QYLD icon
1072
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
-17,670
RF icon
1073
Regions Financial
RF
$25B
-43,415
RYZ
1074
Ryerson Holding Corp
RYZ
$1.58B
-51,611
SAM icon
1075
Boston Beer
SAM
$1.89B
-231,467