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
276
$22.6M 0.01%
1,269,234
+794
277
$22.6M 0.01%
314,257
+35,745
278
$22.4M 0.01%
231,993
-10,792
279
$22.3M 0.01%
474,789
-11,003
280
$21.9M 0.01%
273,072
+16,149
281
$21.1M 0.01%
951,985
-23,977
282
$21.1M 0.01%
1,024,520
-25,538
283
$21M 0.01%
180,124
+15,108
284
$20.4M 0.01%
225,182
-159
285
$20M 0.01%
238,588
+17,981
286
$20M 0.01%
616,585
-14,959
287
$19.6M 0.01%
179,910
+1,113
288
$19.2M 0.01%
1,069,443
-431,876
289
$19.2M 0.01%
649,154
-26,137
290
$18.7M 0.01%
395,528
+54,435
291
$18.6M 0.01%
568,926
-9
292
$18.1M 0.01%
253,883
-5,356
293
$17.9M 0.01%
849,743
-28,829
294
$17.7M 0.01%
562,466
-17,954
295
$17.7M 0.01%
162,120
-249
296
$17.7M 0.01%
1,121,957
+68,646
297
$17.6M 0.01%
204,448
+7,857
298
$16.5M 0.01%
596,358
-163,674
299
$16.5M 0.01%
750,451
-26,477
300
$16.5M 0.01%
293,828
-14,971