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
376
$5.95M ﹤0.01%
34,289
+8,824
377
$5.75M ﹤0.01%
12,878
+1,095
378
$5.64M ﹤0.01%
58,328
-666
379
$5.57M ﹤0.01%
259,088
-12,048
380
$5.55M ﹤0.01%
25,010
+1,408
381
$5.55M ﹤0.01%
46,502
+7,650
382
$5.52M ﹤0.01%
140,418
+10,978
383
$5.5M ﹤0.01%
53,994
+3,282
384
$5.44M ﹤0.01%
98,317
-5,078
385
$5.34M ﹤0.01%
155,692
+14,526
386
$5.33M ﹤0.01%
101,198
+80,621
387
$5.25M ﹤0.01%
925,116
-41,073
388
$5.24M ﹤0.01%
61,729
+3,600
389
$5.14M ﹤0.01%
85,872
+3,307
390
$5.01M ﹤0.01%
284,603
-13,999
391
$5M ﹤0.01%
213,682
+5,148
392
$4.99M ﹤0.01%
133,620
+29,178
393
$4.98M ﹤0.01%
222,627
+8,446
394
$4.97M ﹤0.01%
2,093
+10
395
$4.93M ﹤0.01%
+79,845
396
$4.91M ﹤0.01%
41,790
-965
397
$4.9M ﹤0.01%
79,070
-578
398
$4.87M ﹤0.01%
121,000
-1,224
399
$4.81M ﹤0.01%
36,338
+109
400
$4.66M ﹤0.01%
+146,030