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
26
$2.7B 1.07%
20,194,180
-427,930
27
$2.7B 1.07%
62,358,715
+1,926,493
28
$2.65B 1.05%
101,878,066
+16,280,542
29
$2.58B 1.02%
7,260,321
+117,797
30
$2.43B 0.97%
51,405,673
+2,557,943
31
$2.39B 0.95%
4,249,922
+8,208
32
$2.18B 0.87%
2,772,454
-451,318
33
$2.09B 0.83%
3,848,737
-198,467
34
$2.06B 0.82%
1,966,303
-17,588
35
$2B 0.79%
21,297,627
+254,658
36
$1.98B 0.79%
25,013,697
+567,900
37
$1.98B 0.78%
58,424,089
+8,448,219
38
$1.95B 0.77%
21,376,690
+211,527
39
$1.94B 0.77%
8,887,747
-8,714,141
40
$1.93B 0.77%
64,436,996
+3,444,843
41
$1.91B 0.76%
2,489,013
+460,115
42
$1.86B 0.74%
26,392,845
+879,845
43
$1.77B 0.7%
4,567,817
-77,218
44
$1.75B 0.7%
16,604,983
+430,437
45
$1.75B 0.69%
10,967,513
-464,904
46
$1.68B 0.67%
8,181,440
-211,730
47
$1.63B 0.65%
7,653,681
-516,264
48
$1.63B 0.65%
5,213,472
-37,108
49
$1.61B 0.64%
11,862,823
+209,610
50
$1.54B 0.61%
83,062,892
+9,692,999