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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
SENS icon
1076
Senseonics Holdings Inc
SENS
$375M
-675
SMCI icon
1077
Super Micro Computer
SMCI
$18.3B
-6,817
SMG icon
1078
ScottsMiracle-Gro
SMG
$3.59B
-196,355
SPSC icon
1079
SPS Commerce
SPSC
$2.03B
-40,100
SPTM icon
1080
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
-5,260
SSD icon
1081
Simpson Manufacturing
SSD
$7.94B
-143,661
SWK icon
1082
Stanley Black & Decker
SWK
$13B
-2,833
TALO icon
1083
Talos Energy
TALO
$2.5B
-23,308
TFX icon
1084
Teleflex
TFX
$5.78B
-2,200
TITN icon
1085
Titan Machinery
TITN
$472M
-64,706
TMHC icon
1086
Taylor Morrison
TMHC
$6.62B
-21,832
TPH
1087
DELISTED
Tri Pointe Homes
TPH
-35,531
TQQQ icon
1088
ProShares UltraPro QQQ
TQQQ
$36.1B
-11,542
TREX icon
1089
Trex
TREX
$4.74B
-329,124
TSN icon
1090
Tyson Foods
TSN
$20.2B
-32,240
UFPI icon
1091
UFP Industries
UFPI
$4.78B
-247,329
UHS icon
1092
Universal Health Services
UHS
$8.86B
-7,630
VICI icon
1093
VICI Properties
VICI
$30.7B
-7,023
VOT icon
1094
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
-872
VRNT
1095
DELISTED
Verint Systems
VRNT
-41,246
VRTS icon
1096
Virtus Investment Partners
VRTS
$970M
-62,713
VSH icon
1097
Vishay Intertechnology
VSH
$8.08B
-64,915
VTLE
1098
DELISTED
Vital Energy
VTLE
-107,919
VTRS icon
1099
Viatris
VTRS
$19.2B
-11,732
WHD icon
1100
Cactus
WHD
$4.1B
-593,696