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
$252B
AUM Growth
+$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$647M
2 +$407M
3 +$394M
4
SAP icon
SAP
SAP
+$333M
5
CP icon
Canadian Pacific Kansas City
CP
+$308M

Top Sells

1 +$1.41B
2 +$1.04B
3 +$1.02B
4
LLY icon
Eli Lilly
LLY
+$883M
5
JPM icon
JPMorgan Chase
JPM
+$764M

Sector Composition

1 Technology 25.47%
2 Financials 18.4%
3 Industrials 9.35%
4 Healthcare 9.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$44.9M 0.02%
1,787,778
+948,609
227
$44.5M 0.02%
323,682
+47,808
228
$44.3M 0.02%
232,082
+3
229
$44M 0.02%
243,853
-44,114
230
$43.9M 0.02%
499,988
+490,237
231
$43.8M 0.02%
449,510
-469,613
232
$43.5M 0.02%
+1,433,345
233
$43.4M 0.02%
795,313
+9,730
234
$42.7M 0.02%
+335,605
235
$42.3M 0.02%
56,209
-405
236
$42.2M 0.02%
200,639
+392
237
$42.2M 0.02%
1,158,778
-72,881
238
$42.1M 0.02%
63,497
-4,781
239
$42.1M 0.02%
4,542,904
-240,345
240
$41.9M 0.02%
150,646
-3,563
241
$40.4M 0.02%
1,336,587
-117,407
242
$39.8M 0.02%
708,457
-201,418
243
$39.3M 0.02%
125,347
-53,245
244
$39M 0.02%
1,154,986
+10,981
245
$39M 0.02%
904,179
-58,276
246
$38.9M 0.02%
721,333
+395
247
$36.3M 0.01%
289,137
-9,893
248
$36.3M 0.01%
273,993
+122,094
249
$36.1M 0.01%
1,316,902
-161,727
250
$35.4M 0.01%
+846,269