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
476
$5.2M ﹤0.01%
151,239
-9,055
477
$5.19M ﹤0.01%
120,269
-5,883
478
$5.1M ﹤0.01%
318,032
479
$5.07M ﹤0.01%
16,141
-1,398
480
$5.03M ﹤0.01%
53,663
-58,804
481
$5.01M ﹤0.01%
327,883
-97,115
482
$4.92M ﹤0.01%
9,593
-2,400
483
$4.91M ﹤0.01%
31,362
-376
484
$4.89M ﹤0.01%
35,610
-105,440
485
$4.87M ﹤0.01%
37,810
-212,538
486
$4.79M ﹤0.01%
28,332
-18,244
487
$4.78M ﹤0.01%
218,541
-31,860
488
$4.75M ﹤0.01%
+44,711
489
$4.75M ﹤0.01%
9,762
-1,721
490
$4.67M ﹤0.01%
40,651
+13,097
491
$4.66M ﹤0.01%
143,622
+28,926
492
$4.63M ﹤0.01%
49,656
-620
493
$4.49M ﹤0.01%
153,295
-25,249
494
$4.48M ﹤0.01%
17,394
+3,078
495
$4.42M ﹤0.01%
514,001
-4,292
496
$4.34M ﹤0.01%
58,964
-23,801
497
$4.29M ﹤0.01%
92,482
-10,809
498
$4.28M ﹤0.01%
22,080
+870
499
$4.26M ﹤0.01%
9,708
+3,006
500
$4.26M ﹤0.01%
82,135
-52,666
18 19
20
21 22