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
326
$11.8M 0.01%
143,699
-36,616
327
$11.7M 0.01%
92,711
-942
328
$11.4M 0.01%
311,314
-1,479
329
$11.3M 0.01%
191,733
+18,040
330
$11M 0.01%
296,141
-6,347
331
$10.9M 0.01%
63,149
-2,260
332
$10.9M 0.01%
30,979
-93
333
$10.8M 0.01%
15,393
-1,721
334
$10.8M 0.01%
351,773
+42,059
335
$10.4M 0.01%
1,875,559
-2,092,453
336
$10.3M 0.01%
411,883
-27,455
337
$10.3M 0.01%
149,909
+4,003
338
$10.2M 0.01%
139,237
+10,804
339
$10.2M 0.01%
118,018
+2,127
340
$9.87M 0.01%
190,754
+17,441
341
$9.85M 0.01%
236,004
+4
342
$9.59M 0.01%
1,272,996
+61,304
343
$9.58M 0.01%
373,035
+328,365
344
$9.46M 0.01%
31,579
+12,175
345
$9.25M 0.01%
374,133
+60,557
346
$9.06M 0.01%
1,047,540
-693,398
347
$8.87M 0.01%
38,000
348
$8.83M 0.01%
111,457
-1,735
349
$8.82M 0.01%
58,653
+1,071
350
$8.79M 0.01%
129,359
-6,600