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
251
$35M 0.01%
492,646
-268,699
252
$34.7M 0.01%
371,531
+131
253
$34.4M 0.01%
147,654
-10,179
254
$33.9M 0.01%
75,310
-11,187
255
$33.5M 0.01%
824,406
-211,392
256
$33.2M 0.01%
137,742
-5,884
257
$33.1M 0.01%
168,374
-409
258
$33M 0.01%
2,658,181
-6,561
259
$32.8M 0.01%
382,324
-45,081
260
$32.3M 0.01%
390,437
-269,775
261
$32.3M 0.01%
677,043
-102,906
262
$31.7M 0.01%
1,064,929
+1,903
263
$31.6M 0.01%
117,232
-10,989
264
$31M 0.01%
+82,152
265
$30.7M 0.01%
370,346
-10,314
266
$30.4M 0.01%
234,467
-51,101
267
$30.4M 0.01%
2,019,515
-522,987
268
$29.7M 0.01%
282,261
-8,959
269
$29.4M 0.01%
32,813
-47
270
$29.3M 0.01%
761,031
+175,699
271
$29.3M 0.01%
1,383,299
-219,212
272
$29.2M 0.01%
798,706
+48,163
273
$29.2M 0.01%
877,540
-81,799
274
$28.9M 0.01%
212,175
-37,323
275
$28.7M 0.01%
51,475
-4,891