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
426
$3.42M ﹤0.01%
252,774
-5,270
427
$3.39M ﹤0.01%
22,796
-50
428
$3.35M ﹤0.01%
66,440
+46,522
429
$3.26M ﹤0.01%
125,112
-11,242
430
$3.25M ﹤0.01%
57,214
+8,008
431
$3.24M ﹤0.01%
28,655
-53
432
$3.17M ﹤0.01%
122,829
-2,749
433
$3.1M ﹤0.01%
+18,834
434
$3.09M ﹤0.01%
73,901
+6,982
435
$3.07M ﹤0.01%
5,074
-85
436
$3.04M ﹤0.01%
28,346
+6,428
437
$3M ﹤0.01%
11,619
-2,373
438
$2.91M ﹤0.01%
31,442
+3,474
439
$2.9M ﹤0.01%
12,085
+750
440
$2.89M ﹤0.01%
21,501
+13,500
441
$2.75M ﹤0.01%
50,945
+4,137
442
$2.72M ﹤0.01%
45,378
-1,403
443
$2.72M ﹤0.01%
88,208
-595
444
$2.71M ﹤0.01%
125,845
+11,222
445
$2.67M ﹤0.01%
38,862
+3,476
446
$2.66M ﹤0.01%
27,892
+3,844
447
$2.66M ﹤0.01%
45,951
+9,158
448
$2.57M ﹤0.01%
20,870
+4,099
449
$2.55M ﹤0.01%
12,948
+402
450
$2.53M ﹤0.01%
36,334
-23,884
16 17
18
19 20