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
$133B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$310M
3
+$233M
4
MSFT icon
Microsoft
MSFT
+$221M
5
TTE icon
TotalEnergies
TTE
+$204M

Top Sells

1
+$384M
2
+$125M
3
+$36.8M
4
EQNR icon
Equinor
EQNR
+$26.2M
5
SNY icon
Sanofi
SNY
+$20.2M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 12.45%
3 Financials 11.9%
4 Healthcare 10.14%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.6M ﹤0.01%
17,212
-3,740
427
$2.59M ﹤0.01%
54,126
-5,989
428
$2.54M ﹤0.01%
51,682
-6,742
429
$2.52M ﹤0.01%
5,227
-44
430
$2.52M ﹤0.01%
79,577
-1,192
431
$2.51M ﹤0.01%
164,167
+39,173
432
$2.46M ﹤0.01%
20,059
-1,907
433
$2.46M ﹤0.01%
44,807
+5,721
434
$2.44M ﹤0.01%
17,254
-1,177
435
$2.4M ﹤0.01%
19,829
+6,387
436
$2.39M ﹤0.01%
10,092
-4,897
437
$2.38M ﹤0.01%
24,070
+357
438
$2.38M ﹤0.01%
19,742
-1,650
439
$2.36M ﹤0.01%
124,610
+52,940
440
$2.35M ﹤0.01%
86,811
-5,401
441
$2.31M ﹤0.01%
22,652
-5,312
442
$2.31M ﹤0.01%
12,883
-605
443
$2.3M ﹤0.01%
55,647
-7,290
444
$2.24M ﹤0.01%
11,515
+6,029
445
$2.22M ﹤0.01%
12,977
-2,549
446
$2.22M ﹤0.01%
47,602
+6,484
447
$2.21M ﹤0.01%
101,601
+7,156
448
$2.2M ﹤0.01%
95,135
+15,815
449
$2.16M ﹤0.01%
14,270
-1,559
450
$2.15M ﹤0.01%
72,873
16 17
18
19 20