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
526
$1.23M ﹤0.01%
107,478
+17,425
527
$1.23M ﹤0.01%
86,562
+22,745
528
$1.21M ﹤0.01%
22,716
-20,320
529
$1.19M ﹤0.01%
6,018
-147
530
$1.19M ﹤0.01%
44,218
-4,683
531
$1.17M ﹤0.01%
127,647
+27,782
532
$1.17M ﹤0.01%
12,363
-2,406
533
$1.16M ﹤0.01%
20,787
+4,847
534
$1.14M ﹤0.01%
12,811
+3,107
535
$1.14M ﹤0.01%
4,710
+62
536
$1.12M ﹤0.01%
85,918
-16,706
537
$1.12M ﹤0.01%
15,193
-294
538
$1.11M ﹤0.01%
3,969
539
$1.09M ﹤0.01%
39,638
+508
540
$1.09M ﹤0.01%
292,742
+74,437
541
$1.08M ﹤0.01%
68,346
+8,671
542
$1.07M ﹤0.01%
+201,801
543
$1.07M ﹤0.01%
19,318
+5,146
544
$1.06M ﹤0.01%
26,272
+438
545
$1.06M ﹤0.01%
29,858
-666
546
$1.05M ﹤0.01%
49,198
+11,339
547
$1.05M ﹤0.01%
13,420
+1,113
548
$1.04M ﹤0.01%
11,917
+1,909
549
$1.03M ﹤0.01%
7,210
+166
550
$1.02M ﹤0.01%
10,719
-133