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
501
$1.52M ﹤0.01%
10,299
-65
502
$1.5M ﹤0.01%
7,241
+43
503
$1.5M ﹤0.01%
69,870
+16,974
504
$1.46M ﹤0.01%
33,264
+8,969
505
$1.44M ﹤0.01%
18,305
+694
506
$1.42M ﹤0.01%
23,238
+1,395
507
$1.41M ﹤0.01%
80,202
-42,153
508
$1.4M ﹤0.01%
7,131
+205
509
$1.39M ﹤0.01%
72,731
+21,274
510
$1.39M ﹤0.01%
10,968
+1,151
511
$1.38M ﹤0.01%
3,799
-135
512
$1.34M ﹤0.01%
13,381
+690
513
$1.33M ﹤0.01%
18,991
+6,436
514
$1.32M ﹤0.01%
9,267
-14
515
$1.28M ﹤0.01%
11,898
+906
516
$1.28M ﹤0.01%
7,707
+1,068
517
$1.27M ﹤0.01%
19,313
-682
518
$1.26M ﹤0.01%
144,341
+45,132
519
$1.25M ﹤0.01%
17,759
-1,175
520
$1.25M ﹤0.01%
+46,019
521
$1.25M ﹤0.01%
48,849
+13,437
522
$1.25M ﹤0.01%
26,741
+1,101
523
$1.24M ﹤0.01%
2,878
-556
524
$1.23M ﹤0.01%
16,476
+2,624
525
$1.23M ﹤0.01%
32,350
+4,297
19 20
21
22 23