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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$896M
3 +$620M
4
AMZN icon
Amazon
AMZN
+$608M
5
NVDA icon
NVIDIA
NVDA
+$555M

Top Sells

1 +$813M
2 +$667M
3 +$658M
4
UNH icon
UnitedHealth
UNH
+$649M
5
CSCO icon
Cisco
CSCO
+$646M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$31.8M 0.02%
1,088,351
+288,802
252
$31.7M 0.02%
1,148,219
-21,399
253
$31.4M 0.02%
429,811
-13,132
254
$30.4M 0.02%
423,726
+3,160
255
$30.1M 0.02%
232,792
-11,021
256
$30.1M 0.02%
598,008
+121,712
257
$30M 0.02%
120,087
+13,809
258
$29.5M 0.02%
533,275
+8,414
259
$29.4M 0.02%
1,578,099
+660,298
260
$29.3M 0.02%
7,606,336
+229,420
261
$28.7M 0.02%
732,796
-29,743
262
$28.6M 0.02%
591,094
-21,038
263
$28.6M 0.02%
2,030,920
-63,881
264
$27.9M 0.02%
132,344
+310
265
$27.7M 0.02%
137,200
+373
266
$27.3M 0.02%
863,906
+26,827
267
$27M 0.02%
2,958,083
+2,822,983
268
$26.6M 0.02%
322,011
+20,547
269
$25.8M 0.02%
615,453
+84,370
270
$25.8M 0.02%
1,702,075
+4,367
271
$25.8M 0.02%
188,207
+11,612
272
$25.6M 0.02%
939,740
-16,498
273
$25.4M 0.02%
398,055
-2,218
274
$25.4M 0.02%
122,260
+1,570
275
$24.5M 0.01%
251,749
+22,714