Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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
+24.78%
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
+$2.89B
2
+$383M
3
+$299M
4
MSFT icon
Microsoft
MSFT
+$282M
5
AAPL icon
Apple
AAPL
+$226M

Top Sells

1
+$1.82B
2
+$209M
3
+$168M
4
ADBE icon
Adobe
ADBE
+$118M
5
SAN icon
Banco Santander
SAN
+$104M

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
TFI icon
151
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$122M 0.04%
2,687,863
-418,466
IVZ icon
152
Invesco
IVZ
$11.6B
$119M 0.04%
5,197,841
+258,995
AGG icon
153
iShares Core US Aggregate Bond ETF
AGG
$134B
$118M 0.04%
1,177,835
+54,196
JD icon
154
JD.com
JD
$40.9B
$118M 0.04%
3,373,804
-60,131
IEX icon
155
IDEX
IEX
$13.3B
$118M 0.04%
724,802
+17,579
BKNG icon
156
Booking.com
BKNG
$175B
$118M 0.04%
21,770
-1,877
IAI icon
157
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.53B
$116M 0.04%
657,517
-26,536
LIN icon
158
Linde
LIN
$198B
$113M 0.04%
238,878
+11,472
AMD icon
159
Advanced Micro Devices
AMD
$341B
$110M 0.04%
679,658
-85,527
EVR icon
160
Evercore
EVR
$13B
$110M 0.04%
325,179
+5,406
LOW icon
161
Lowe's Companies
LOW
$138B
$108M 0.04%
430,585
-9,111
NOC icon
162
Northrop Grumman
NOC
$81.2B
$107M 0.04%
174,786
-6,755
RL icon
163
Ralph Lauren
RL
$22.4B
$105M 0.04%
333,605
+65,863
LECO icon
164
Lincoln Electric
LECO
$13.4B
$103M 0.04%
437,883
-14,776
XLP icon
165
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$103M 0.04%
1,308,289
-24,379
TEX icon
166
Terex
TEX
$3.48B
$102M 0.04%
1,980,567
-57,179
FLS icon
167
Flowserve
FLS
$8.95B
$101M 0.04%
1,907,262
+48,641
AVAV icon
168
AeroVironment
AVAV
$11.7B
$98.6M 0.04%
312,985
+15,824
PNQI icon
169
Invesco NASDAQ Internet ETF
PNQI
$764M
$98.3M 0.04%
1,760,444
-69,762
HEI icon
170
HEICO Corp
HEI
$43.2B
$94M 0.03%
291,098
-45,749
MYRG icon
171
MYR Group
MYRG
$3.39B
$93.7M 0.03%
450,402
+4,203
POWL icon
172
Powell Industries
POWL
$4.02B
$91.6M 0.03%
300,496
+99,857
LAZ icon
173
Lazard
LAZ
$4.81B
$90.9M 0.03%
1,722,504
+20,591
ATGE icon
174
Adtalem Global Education
ATGE
$3.64B
$88.3M 0.03%
571,485
+235,880
IGV icon
175
iShares Expanded Tech-Software Sector ETF
IGV
$8.22B
$86.3M 0.03%
750,426
-43,964
5 6
7
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