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
351
$15.5M 0.01%
52,748
-21,964
352
$15.4M 0.01%
504,931
-825
353
$15.2M 0.01%
507,245
-142,421
354
$15.2M 0.01%
208,357
+54,088
355
$15.1M 0.01%
2,422,905
-102,045
356
$15.1M 0.01%
413,465
+49,540
357
$15M 0.01%
276,616
+1,890
358
$14.9M 0.01%
786,715
-21,122
359
$14.8M 0.01%
75,103
-28,637
360
$14.7M 0.01%
459,499
-254,651
361
$14.6M 0.01%
412,411
-44,460
362
$14.4M 0.01%
348,743
-98,102
363
$14.3M 0.01%
131,269
-13,646
364
$14.3M 0.01%
252,625
-284
365
$14.2M 0.01%
207,001
-1,341
366
$14.2M 0.01%
210,634
+87
367
$14.2M 0.01%
96,642
+2
368
$14.2M 0.01%
760,502
-247,127
369
$14.2M 0.01%
45,531
-2,180
370
$13.9M 0.01%
210,240
-16,635
371
$13.6M 0.01%
853,707
-20,651
372
$13.6M 0.01%
59,958
-731
373
$13.3M 0.01%
369,561
+32,927
374
$13.1M 0.01%
622,433
-30,703
375
$13M 0.01%
196,430
-12,043