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
401
$10.8M ﹤0.01%
399,689
-2,426
402
$10.5M ﹤0.01%
33,519
-12,903
403
$10.5M ﹤0.01%
1,029,400
-484,233
404
$10.5M ﹤0.01%
226,976
+6,237
405
$10.4M ﹤0.01%
70,125
+8,083
406
$10.2M ﹤0.01%
104,082
-25,307
407
$10.1M ﹤0.01%
88,890
-126,374
408
$10.1M ﹤0.01%
207,944
-27,742
409
$10.1M ﹤0.01%
127,168
-31,433
410
$10M ﹤0.01%
52,891
-4,660
411
$10M ﹤0.01%
867,726
-143,838
412
$9.67M ﹤0.01%
1,619,120
+3,418
413
$9.62M ﹤0.01%
93,727
-1,674
414
$9.29M ﹤0.01%
103,299
-820
415
$9.24M ﹤0.01%
38,500
-6,467
416
$9.21M ﹤0.01%
68,103
-9,881
417
$9.19M ﹤0.01%
56,267
+51,845
418
$9.11M ﹤0.01%
144,903
-33,736
419
$8.98M ﹤0.01%
440,504
+21,173
420
$8.94M ﹤0.01%
162,205
-1,582
421
$8.76M ﹤0.01%
114,761
-6,577
422
$8.71M ﹤0.01%
357,009
+9
423
$8.4M ﹤0.01%
158,029
-27,925
424
$8.35M ﹤0.01%
291,947
-29,734
425
$8.1M ﹤0.01%
83,636
-630