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
526
$3.49M ﹤0.01%
7,531
+363
527
$3.48M ﹤0.01%
120,412
-63,383
528
$3.42M ﹤0.01%
72,255
+22,720
529
$3.41M ﹤0.01%
+129,527
530
$3.26M ﹤0.01%
147,312
-6,370
531
$3.12M ﹤0.01%
18,780
+658
532
$3.12M ﹤0.01%
48,926
-19,994
533
$3.11M ﹤0.01%
5,906
+162
534
$3.11M ﹤0.01%
22,205
+128
535
$3.07M ﹤0.01%
26,581
-20
536
$3.06M ﹤0.01%
93,733
-14,281
537
$3.03M ﹤0.01%
23,695
-5,494
538
$2.93M ﹤0.01%
575,427
+77,414
539
$2.89M ﹤0.01%
27,531
+2
540
$2.89M ﹤0.01%
86,301
-16,438
541
$2.88M ﹤0.01%
5,086
-28
542
$2.83M ﹤0.01%
102,259
-41,992
543
$2.82M ﹤0.01%
15,463
-310
544
$2.8M ﹤0.01%
+21,766
545
$2.72M ﹤0.01%
6,401
-2,440
546
$2.63M ﹤0.01%
32,894
+10,888
547
$2.63M ﹤0.01%
40,144
-1,786,000
548
$2.58M ﹤0.01%
22,352
-381,130
549
$2.52M ﹤0.01%
19,781
+907
550
$2.46M ﹤0.01%
9,236
+504
20 21
22
23 24