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
426
$7.92M ﹤0.01%
95,707
-71,016
427
$7.88M ﹤0.01%
+90,925
428
$7.84M ﹤0.01%
208,991
-22,866
429
$7.82M ﹤0.01%
326,000
-429,924
430
$7.65M ﹤0.01%
265,448
-123
431
$7.61M ﹤0.01%
466,105
-29,562
432
$7.6M ﹤0.01%
140,833
-19,666
433
$7.54M ﹤0.01%
23,730
+3,839
434
$7.5M ﹤0.01%
74,331
-2,670
435
$7.46M ﹤0.01%
51,469
-14,191
436
$7.46M ﹤0.01%
98,970
-923
437
$7.14M ﹤0.01%
451,655
-31,598
438
$7.13M ﹤0.01%
509,959
-27,065
439
$7.05M ﹤0.01%
165,636
-3,144
440
$6.92M ﹤0.01%
903,568
-808,396
441
$6.88M ﹤0.01%
1,294,822
+219,607
442
$6.87M ﹤0.01%
22,581
-15,370
443
$6.81M ﹤0.01%
896,496
-1,837,695
444
$6.75M ﹤0.01%
185,756
-21,999
445
$6.74M ﹤0.01%
363,011
-347,000
446
$6.73M ﹤0.01%
587,141
-203,557
447
$6.69M ﹤0.01%
310,311
-44,710
448
$6.65M ﹤0.01%
70,644
+135
449
$6.64M ﹤0.01%
105,924
-41,142
450
$6.62M ﹤0.01%
182,502
-22,315