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
276
$28.4M 0.01%
357,860
-53,148
277
$28.2M 0.01%
458,901
-30,930
278
$28M 0.01%
456,676
-789,299
279
$27.9M 0.01%
4,709,615
-592,527
280
$26.7M 0.01%
1,760,541
-91,008
281
$26.6M 0.01%
496,437
+116,229
282
$26.6M 0.01%
1,180,428
-24,297
283
$26.2M 0.01%
683,408
-74,296
284
$26.1M 0.01%
725,624
-139,413
285
$25.9M 0.01%
326,286
-13,430
286
$25.7M 0.01%
2,676,307
-74,998
287
$25.5M 0.01%
256,710
-87,141
288
$25.2M 0.01%
1,377,656
-70,594
289
$25.2M 0.01%
165,494
+162,106
290
$25M 0.01%
286,620
-113,251
291
$24.9M 0.01%
2,782,489
-269,648
292
$24.7M 0.01%
316,392
-9,784,074
293
$24.5M 0.01%
382,478
-14,141
294
$24.4M 0.01%
305,626
-22,434
295
$24.2M 0.01%
733,680
-59,778
296
$23.9M 0.01%
274,066
-638,446
297
$23.7M 0.01%
1,018,357
+31,308
298
$23.5M 0.01%
1,272,867
+697,214
299
$23.2M 0.01%
1,313,926
-569,745
300
$23.1M 0.01%
1,046,322
+392,773