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
476
$2M ﹤0.01%
6,897
-1,487
477
$1.99M ﹤0.01%
18,248
-134
478
$1.98M ﹤0.01%
72,873
479
$1.96M ﹤0.01%
31,238
+502
480
$1.94M ﹤0.01%
12,606
-3,485
481
$1.93M ﹤0.01%
15,072
+30
482
$1.91M ﹤0.01%
25,704
-447
483
$1.9M ﹤0.01%
58,767
+5,013
484
$1.9M ﹤0.01%
+4,689
485
$1.9M ﹤0.01%
15,589
-656
486
$1.88M ﹤0.01%
29,331
-2,877
487
$1.87M ﹤0.01%
142,840
+6,351
488
$1.84M ﹤0.01%
10,680
+73
489
$1.83M ﹤0.01%
40,293
+2,125
490
$1.83M ﹤0.01%
24,216
+29
491
$1.81M ﹤0.01%
22,943
-647
492
$1.78M ﹤0.01%
3,122
-529
493
$1.74M ﹤0.01%
30,970
-1,290
494
$1.71M ﹤0.01%
41,692
-275
495
$1.69M ﹤0.01%
18,705
-487
496
$1.64M ﹤0.01%
33,860
+3,820
497
$1.64M ﹤0.01%
164,202
498
$1.56M ﹤0.01%
17,836
-9,934
499
$1.55M ﹤0.01%
9,872
+2,876
500
$1.53M ﹤0.01%
36,012
+3,151
18 19
20
21 22