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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,103
New
Increased
Reduced
Closed

Top Buys

1 +$896M
2 +$592M
3 +$413M
4
LRCX icon
Lam Research
LRCX
+$386M
5
MSFT icon
Microsoft
MSFT
+$201M

Top Sells

1 +$1.18B
2 +$562M
3 +$111M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$97.7M
5
TSM icon
TSMC
TSM
+$67.2M

Sector Composition

1 Technology 27.05%
2 Financials 11.79%
3 Healthcare 10.9%
4 Consumer Discretionary 10.36%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$41.7M 0.03%
609,534
-24,638
227
$41.7M 0.03%
246,953
-15,652
228
$41.6M 0.03%
362,005
+22,564
229
$41.4M 0.03%
761,058
-14,712
230
$40.9M 0.03%
1,005,438
+81,724
231
$40.9M 0.03%
312,547
-9,271
232
$40.5M 0.03%
2,435,145
-82,984
233
$39.3M 0.02%
699,687
-8,845
234
$38M 0.02%
472,382
-28,853
235
$37.2M 0.02%
+267,976
236
$36.7M 0.02%
329,216
+125,782
237
$35.8M 0.02%
2,191,557
-35,281
238
$35.6M 0.02%
239,720
-3,762
239
$35.5M 0.02%
126,659
+10,776
240
$34.7M 0.02%
426,825
-9,811
241
$33.4M 0.02%
572,787
+139,051
242
$32.7M 0.02%
7,412,552
-205,546
243
$32.5M 0.02%
+315,658
244
$31.7M 0.02%
149,384
-4,512
245
$31.5M 0.02%
2,338,720
-61,899
246
$31.4M 0.02%
2,110,830
-32,074
247
$31.3M 0.02%
219,355
+1,774
248
$31.3M 0.02%
382,917
-8,143
249
$31M 0.02%
1,840,232
-65,878
250
$30.7M 0.02%
108,489
+3,414