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
451
$6.49M ﹤0.01%
94,115
+955
452
$6.35M ﹤0.01%
20,904
+6,187
453
$6.19M ﹤0.01%
125,806
-39,205
454
$6.16M ﹤0.01%
489,878
-8,432
455
$6.05M ﹤0.01%
78,031
-1,051
456
$6.03M ﹤0.01%
48,935
-844
457
$6.02M ﹤0.01%
607,289
-14,759
458
$6M ﹤0.01%
17,075
-644
459
$5.99M ﹤0.01%
62,373
-85
460
$5.77M ﹤0.01%
39,115
-5,637
461
$5.73M ﹤0.01%
46,179
+1,052
462
$5.71M ﹤0.01%
226,945
+9,729
463
$5.71M ﹤0.01%
97,389
+23,331
464
$5.63M ﹤0.01%
43,669
+2,886
465
$5.58M ﹤0.01%
174,964
-154,197
466
$5.57M ﹤0.01%
557,199
-8,075
467
$5.55M ﹤0.01%
77,990
-35,345
468
$5.45M ﹤0.01%
61,130
+1,934
469
$5.39M ﹤0.01%
18,301
-2,729
470
$5.36M ﹤0.01%
94,854
+4,652
471
$5.34M ﹤0.01%
18,593
+4
472
$5.34M ﹤0.01%
125,962
-45,934
473
$5.33M ﹤0.01%
24,338
-4,983
474
$5.3M ﹤0.01%
55,743
+120
475
$5.23M ﹤0.01%
108,665
-15,767