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
301
$23M 0.01%
526,271
-24,203
302
$22.7M 0.01%
+254,769
303
$22.7M 0.01%
492,702
-20,824
304
$22.7M 0.01%
662,993
-140,528
305
$22.3M 0.01%
3,056,956
-255,984
306
$21.8M 0.01%
348,506
+60,078
307
$21.8M 0.01%
350,249
-3,220
308
$21.3M 0.01%
861,301
-575
309
$21.2M 0.01%
1,515,991
+151,032
310
$21.2M 0.01%
7,020,730
-200,092
311
$21.2M 0.01%
737,084
-36,263
312
$21.1M 0.01%
136,005
-83,835
313
$20.9M 0.01%
209,654
+1,495
314
$20.6M 0.01%
144,002
-25,956
315
$20.5M 0.01%
1,357,193
+785,443
316
$20.5M 0.01%
575,878
+113,974
317
$20.4M 0.01%
755,316
-93,297
318
$20.3M 0.01%
999,233
-77,376
319
$20.3M 0.01%
339,891
-11,739
320
$20.3M 0.01%
64,637
-1,209
321
$20.1M 0.01%
215,445
-6,852
322
$19.9M 0.01%
381,745
-35,771
323
$19.8M 0.01%
+118,181
324
$19.5M 0.01%
634,697
-81,724
325
$19.5M 0.01%
151,772
+23,578