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 +$2.89B
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
APAM icon
201
Artisan Partners
APAM
$3B
$65.2M 0.02%
1,502,287
+22,790
MRVL icon
202
Marvell Technology
MRVL
$66.6B
$64.5M 0.02%
767,540
-37,759
SHAK icon
203
Shake Shack
SHAK
$3.55B
$63.9M 0.02%
682,510
+167,740
ABBV icon
204
AbbVie
ABBV
$409B
$63.9M 0.02%
275,851
-7,729
RJF icon
205
Raymond James Financial
RJF
$31.3B
$63.4M 0.02%
367,253
-120,948
FULT icon
206
Fulton Financial
FULT
$3.96B
$62.7M 0.02%
3,363,509
+203,708
LTH icon
207
Life Time Group Holdings
LTH
$6.41B
$62.2M 0.02%
2,252,256
+818,911
WTFC icon
208
Wintrust Financial
WTFC
$10.3B
$61.5M 0.02%
464,530
-13,052
SSB icon
209
SouthState Bank Corp
SSB
$10.3B
$60M 0.02%
607,254
-187,229
APG icon
210
APi Group
APG
$19.1B
$59.7M 0.02%
1,736,977
+119,596
XYL icon
211
Xylem
XYL
$31.2B
$59.7M 0.02%
404,613
+24,352
OTIS icon
212
Otis Worldwide
OTIS
$34.9B
$59.3M 0.02%
648,867
-37,831
HOMB icon
213
Home BancShares
HOMB
$5.77B
$58.9M 0.02%
2,082,532
+88,563
HBAN icon
214
Huntington Bancshares
HBAN
$35B
$58.5M 0.02%
3,384,670
+33,583
XLY icon
215
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$58M 0.02%
483,930
-13,620
URI icon
216
United Rentals
URI
$54.8B
$58M 0.02%
60,714
+4,505
PIPR icon
217
Piper Sandler
PIPR
$5.45B
$57.4M 0.02%
165,432
+14,786
POOL icon
218
Pool Corp
POOL
$9.9B
$57.1M 0.02%
184,045
-3,397
AMAT icon
219
Applied Materials
AMAT
$282B
$56.5M 0.02%
275,817
-14,176
ARMK icon
220
Aramark
ARMK
$10.2B
$56.4M 0.02%
1,468,699
+622,430
ONEQ icon
221
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$56.1M 0.02%
629,917
-37,402
GOLF icon
222
Acushnet Holdings
GOLF
$5.84B
$55.3M 0.02%
704,151
+495,794
WINA icon
223
Winmark
WINA
$1.62B
$54.5M 0.02%
109,427
+27,275
SMH icon
224
VanEck Semiconductor ETF
SMH
$43.7B
$53.1M 0.02%
162,708
-10,431
KMT icon
225
Kennametal
KMT
$3.02B
$52.7M 0.02%
2,517,344
-47,600