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
351
$8.46M 0.01%
151,283
-1,197
352
$8.19M 0.01%
216,989
+12,906
353
$8.17M 0.01%
174,937
+3,258
354
$8M 0.01%
63,740
+773
355
$7.71M ﹤0.01%
10,911
-2,092
356
$7.56M ﹤0.01%
+1,049,000
357
$7.22M ﹤0.01%
94,774
-6,907
358
$7.19M ﹤0.01%
+175,000
359
$6.93M ﹤0.01%
156,828
+21,495
360
$6.77M ﹤0.01%
463,337
-10,825
361
$6.64M ﹤0.01%
69,194
+7,545
362
$6.62M ﹤0.01%
19,456
+15,272
363
$6.55M ﹤0.01%
176,156
+15,671
364
$6.48M ﹤0.01%
16,403
+6,943
365
$6.37M ﹤0.01%
107,191
+12,475
366
$6.31M ﹤0.01%
24,362
367
$6.31M ﹤0.01%
79,000
+1,985
368
$6.3M ﹤0.01%
213,000
369
$6.26M ﹤0.01%
121,435
-32,790
370
$6.21M ﹤0.01%
7,019
-661
371
$6.17M ﹤0.01%
167,289
372
$6.13M ﹤0.01%
49,576
+1,290
373
$6.1M ﹤0.01%
204,160
+23,135
374
$6.06M ﹤0.01%
45,335
-2,651
375
$6.04M ﹤0.01%
282,000