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
326
$19.4M 0.01%
922,092
-42,939
327
$19.4M 0.01%
284,937
-40,178
328
$19.3M 0.01%
79,281
-2,969
329
$19.2M 0.01%
1,063,585
-260,008
330
$19M 0.01%
898,354
-40,250
331
$19M 0.01%
498,892
-184,874
332
$18.9M 0.01%
412,222
-34,762
333
$18.9M 0.01%
363,321
-100,700
334
$18.7M 0.01%
770,599
-20,508
335
$18.3M 0.01%
287,674
-48
336
$17.7M 0.01%
97,651
-1,667
337
$17.5M 0.01%
36,010
+417
338
$17.3M 0.01%
978,770
+667,116
339
$17M 0.01%
145,755
-41,497
340
$17M 0.01%
288,073
-42,835
341
$16.9M 0.01%
441,788
-54,489
342
$16.9M 0.01%
72,839
-9,680
343
$16.7M 0.01%
822,208
-49,420
344
$16.6M 0.01%
105,865
-8,220
345
$16.2M 0.01%
+316,107
346
$16.1M 0.01%
132,770
+838
347
$16M 0.01%
92,627
-46,500
348
$15.9M 0.01%
492,914
-38,906
349
$15.9M 0.01%
229,375
+28,033
350
$15.9M 0.01%
276,560
-9,234