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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
$295B
AUM Growth
+$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.41B
3 +$1.17B
4
CSCO icon
Cisco
CSCO
+$1.1B
5
NVS icon
Novartis
NVS
+$984M

Top Sells

1 +$1.74B
2 +$1.21B
3 +$1.06B
4
SYK icon
Stryker
SYK
+$955M
5
BSX icon
Boston Scientific
BSX
+$695M

Sector Composition

1 Technology 23.16%
2 Financials 17.3%
3 Industrials 10.45%
4 Healthcare 9.91%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MOFG
1076
DELISTED
MidWestOne Financial Group
MOFG
-39,351
MPT
1077
Medical Properties Trust
MPT
$2.97B
-10,402
MUSA icon
1078
Murphy USA
MUSA
$11.5B
-611
NIC icon
1079
Nicolet Bankshares
NIC
$3.16B
-5,811
NOK icon
1080
Nokia
NOK
$82.6B
-31,624
NVR icon
1081
NVR
NVR
$17.2B
-34
OC icon
1082
Owens Corning
OC
$9.78B
-3,176
OCSL icon
1083
Oaktree Specialty Lending
OCSL
$1.07B
-10,325
ONEV icon
1084
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$420M
-7,846
OPK icon
1085
Opko Health
OPK
$1.07B
-30,000
PCH
1086
DELISTED
PotlatchDeltic
PCH
-385,337
PFF icon
1087
iShares Preferred and Income Securities ETF
PFF
$13.6B
-7,911
PFSI icon
1088
PennyMac Financial
PFSI
$4.24B
-2,378
PSA icon
1089
Public Storage
PSA
$57.2B
-833
PSN icon
1090
Parsons
PSN
$6.07B
-4,498
RARE icon
1091
Ultragenyx Pharmaceutical
RARE
$2.4B
-198,696
RCAT icon
1092
Red Cat Holdings
RCAT
$1.7B
-14,000
ROL icon
1093
Rollins
ROL
$22.7B
-3,792
RPM icon
1094
RPM International
RPM
$13.7B
-2,222
SCHP icon
1095
Schwab US TIPS ETF
SCHP
$15.6B
-13,523
SCL icon
1096
Stepan Co
SCL
$1.24B
-38,365
SDY icon
1097
State Street SPDR S&P Dividend ETF
SDY
$21.5B
-3,273
SFL icon
1098
SFL Corp
SFL
$1.53B
-12,790
SITC icon
1099
SITE Centers
SITC
$259M
-106,307
SMDV icon
1100
ProShares Russell 2000 Dividend Growers ETF
SMDV
$679M
-8,800