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
451
$2.14M ﹤0.01%
51,383
-233
452
$2.11M ﹤0.01%
57,291
+7,595
453
$2.11M ﹤0.01%
21,327
-1,718
454
$2.11M ﹤0.01%
10,802
+1,742
455
$2.1M ﹤0.01%
65,534
-10,230
456
$2.08M ﹤0.01%
25,278
-35
457
$2.05M ﹤0.01%
4,988
+750
458
$2.01M ﹤0.01%
20,913
-1,507
459
$1.99M ﹤0.01%
7,842
+898
460
$1.99M ﹤0.01%
53,054
-1,681
461
$1.98M ﹤0.01%
20,790
-2,829
462
$1.96M ﹤0.01%
31,979
-1,785
463
$1.95M ﹤0.01%
36,138
+5,931
464
$1.86M ﹤0.01%
45,475
-871
465
$1.85M ﹤0.01%
20,391
-34,023
466
$1.84M ﹤0.01%
30,637
-7,461
467
$1.82M ﹤0.01%
164,202
468
$1.8M ﹤0.01%
25,394
-3,357
469
$1.78M ﹤0.01%
40,750
+19,010
470
$1.77M ﹤0.01%
16,190
+878
471
$1.76M ﹤0.01%
11,345
+2,581
472
$1.76M ﹤0.01%
9,564
-7,875
473
$1.74M ﹤0.01%
11,706
+841
474
$1.74M ﹤0.01%
24,586
-5,035
475
$1.74M ﹤0.01%
13,158
-2,143
17 18
19
20 21