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
401
$4.54M ﹤0.01%
174,672
+11,352
402
$4.51M ﹤0.01%
22,619
+12,760
403
$4.4M ﹤0.01%
95,890
-68,262
404
$4.37M ﹤0.01%
24,114
-899
405
$4.35M ﹤0.01%
88,758
+20
406
$4.21M ﹤0.01%
70,902
+2,222
407
$4.17M ﹤0.01%
1,509,631
-694,109
408
$4.15M ﹤0.01%
57,125
+29,276
409
$4.13M ﹤0.01%
93,369
+3,536
410
$4.05M ﹤0.01%
15,444
-2
411
$3.98M ﹤0.01%
27,482
+2,727
412
$3.86M ﹤0.01%
49,600
+11,691
413
$3.84M ﹤0.01%
28,905
+13,411
414
$3.82M ﹤0.01%
65,295
-5,442
415
$3.81M ﹤0.01%
36,892
-184
416
$3.81M ﹤0.01%
35,274
+3,460
417
$3.73M ﹤0.01%
190,136
-15,342
418
$3.68M ﹤0.01%
18,667
-185
419
$3.66M ﹤0.01%
36,769
+8,351
420
$3.6M ﹤0.01%
110,799
+11,664
421
$3.53M ﹤0.01%
96,775
+3,569
422
$3.52M ﹤0.01%
23,624
+3,498
423
$3.46M ﹤0.01%
+48,792
424
$3.44M ﹤0.01%
12,563
+1,993
425
$3.44M ﹤0.01%
68,709
-19,837