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
251
$29.6M 0.02%
216,332
-492
252
$29.4M 0.02%
882,441
+430,385
253
$28.6M 0.02%
153,135
-5,652
254
$28.2M 0.02%
203,809
-5,576
255
$28.1M 0.02%
125,301
+1,467
256
$28M 0.02%
206,700
+50,630
257
$27M 0.02%
488,334
-14,369
258
$26.8M 0.02%
345,694
-9,659
259
$26.7M 0.02%
+569,265
260
$26.5M 0.02%
528,836
+33,419
261
$26.3M 0.02%
+1,188,445
262
$26.2M 0.02%
977,938
-3,034
263
$26.1M 0.02%
164,907
+13,958
264
$25.6M 0.02%
935,153
-164,464
265
$25.2M 0.02%
417,424
+88,361
266
$24.5M 0.02%
248,504
+43,022
267
$24.2M 0.02%
708,375
-10,470
268
$24.2M 0.02%
762,161
+593
269
$24M 0.01%
805,970
-26,013
270
$23.7M 0.01%
+833,946
271
$23.7M 0.01%
114,919
+29,869
272
$23.4M 0.01%
121,447
+10,077
273
$23.3M 0.01%
1,738,211
+823,373
274
$22.9M 0.01%
1,722,928
-509,892
275
$22.9M 0.01%
192,766
-248