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
501
$4.2M ﹤0.01%
68,204
-23,374
502
$4.2M ﹤0.01%
6,765
-2,940
503
$4.17M ﹤0.01%
9,313
-684
504
$4.16M ﹤0.01%
25,124
-8,888
505
$4.14M ﹤0.01%
410,990
-561,849
506
$4.13M ﹤0.01%
32,598
+10,126
507
$4.1M ﹤0.01%
119,189
-167,956
508
$4.04M ﹤0.01%
456,819
+13,961
509
$4.02M ﹤0.01%
13,452
+9,703
510
$3.96M ﹤0.01%
132,809
-28,881
511
$3.92M ﹤0.01%
10,698
-2,728
512
$3.86M ﹤0.01%
89,606
+153
513
$3.82M ﹤0.01%
71,741
-17,241
514
$3.8M ﹤0.01%
6,150
-5,212
515
$3.75M ﹤0.01%
71,531
+8,863
516
$3.7M ﹤0.01%
33,414
-35,443
517
$3.67M ﹤0.01%
354,041
-32,833
518
$3.66M ﹤0.01%
52,155
-2,753
519
$3.62M ﹤0.01%
73,853
-12,234
520
$3.6M ﹤0.01%
83,102
+275
521
$3.54M ﹤0.01%
67,962
-91,938
522
$3.53M ﹤0.01%
157,697
-9,538
523
$3.51M ﹤0.01%
37,896
-44
524
$3.51M ﹤0.01%
48,069
-55,975
525
$3.49M ﹤0.01%
78,078
+24,322
19 20
21
22 23