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
376
$12.9M 0.01%
886,493
+112,195
377
$12.8M 0.01%
157,030
+25,274
378
$12.6M 0.01%
229,921
+132
379
$12.6M 0.01%
213,461
+25,534
380
$12.6M 0.01%
1,451,274
-45,502
381
$12.4M ﹤0.01%
92,267
+44,783
382
$12.4M ﹤0.01%
191,121
-168
383
$12.3M ﹤0.01%
319,769
-1,360
384
$12.2M ﹤0.01%
138,125
-21,051
385
$12.1M ﹤0.01%
46,773
+315
386
$12.1M ﹤0.01%
106,066
-1,440
387
$12M ﹤0.01%
27,682
-44,797
388
$12M ﹤0.01%
231,674
+66,576
389
$11.9M ﹤0.01%
573,330
+42,712
390
$11.8M ﹤0.01%
517,466
-47,759
391
$11.8M ﹤0.01%
147,475
+54
392
$11.5M ﹤0.01%
25,755
-4,914
393
$11.4M ﹤0.01%
62,790
-4,181
394
$11.3M ﹤0.01%
537,005
+5
395
$11.3M ﹤0.01%
361,633
+1,353
396
$11.3M ﹤0.01%
138,155
-4,393
397
$11.2M ﹤0.01%
122,408
+6,129
398
$11.1M ﹤0.01%
49,621
-5,082
399
$11.1M ﹤0.01%
320,970
-88,353
400
$11M ﹤0.01%
87,540
-7,717