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
301
$16.4M 0.01%
80,912
+2,040
302
$16.1M 0.01%
1,228,589
-1,183
303
$16.1M 0.01%
75,511
-2,413
304
$15.8M 0.01%
167,371
-7,401
305
$15.7M 0.01%
94,424
-3,956
306
$15.3M 0.01%
110,832
+12,573
307
$15.1M 0.01%
140,966
+211
308
$14.8M 0.01%
54,285
-3,925
309
$14.7M 0.01%
55,763
+11,234
310
$14.4M 0.01%
167,872
-335
311
$14.1M 0.01%
180,738
+3,227
312
$14.1M 0.01%
292,917
+30,782
313
$13.7M 0.01%
156,238
+9,554
314
$13.5M 0.01%
2,943,606
-53,499
315
$13.4M 0.01%
533,575
-131,596
316
$13.3M 0.01%
317,968
-10,617
317
$13.1M 0.01%
475,488
+39,426
318
$13.1M 0.01%
911,029
319
$13M 0.01%
155,497
-433
320
$12.8M 0.01%
70,246
+10,349
321
$12.7M 0.01%
20,493
+829
322
$12.6M 0.01%
53,229
+2,960
323
$12.5M 0.01%
163,513
+5,930
324
$12M 0.01%
470,478
+11,397
325
$12M 0.01%
199,497
-5,512