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
451
$2.46M ﹤0.01%
20,654
-46
452
$2.43M ﹤0.01%
51,220
-724
453
$2.43M ﹤0.01%
34,049
+7,441
454
$2.42M ﹤0.01%
25,369
-2,747
455
$2.38M ﹤0.01%
21,954
456
$2.37M ﹤0.01%
11,349
-202
457
$2.37M ﹤0.01%
24,016
+3,796
458
$2.35M ﹤0.01%
115,463
+21,770
459
$2.3M ﹤0.01%
44,127
-2,407
460
$2.3M ﹤0.01%
44,307
+11,120
461
$2.29M ﹤0.01%
11,682
-191
462
$2.27M ﹤0.01%
6,043
-2
463
$2.26M ﹤0.01%
35,707
-4,802
464
$2.23M ﹤0.01%
18,562
+18
465
$2.21M ﹤0.01%
14,482
-1,882
466
$2.21M ﹤0.01%
48,761
+1,023
467
$2.17M ﹤0.01%
34,348
-18,423
468
$2.17M ﹤0.01%
41,265
-867
469
$2.15M ﹤0.01%
29,658
+5,955
470
$2.15M ﹤0.01%
4,998
-1,061
471
$2.12M ﹤0.01%
190,414
-118,518
472
$2.04M ﹤0.01%
30,919
+6,183
473
$2.03M ﹤0.01%
48,636
+26,632
474
$2.02M ﹤0.01%
75,083
-3,037
475
$2.02M ﹤0.01%
53,828
+1,011
17 18
19
20 21