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
551
$1.01M ﹤0.01%
2,931
+347
552
$1.01M ﹤0.01%
18,425
+3,459
553
$994K ﹤0.01%
17,707
+2,503
554
$992K ﹤0.01%
6,565
+8
555
$984K ﹤0.01%
3,939
-238
556
$934K ﹤0.01%
82,622
+10,952
557
$931K ﹤0.01%
6,063
+3,937
558
$928K ﹤0.01%
36,148
+5,246
559
$928K ﹤0.01%
3,054
-1,371
560
$924K ﹤0.01%
12,510
-1,510
561
$919K ﹤0.01%
14,806
+25
562
$918K ﹤0.01%
4,886
+328
563
$899K ﹤0.01%
21,539
-58
564
$896K ﹤0.01%
12,154
565
$896K ﹤0.01%
7,018
-393
566
$890K ﹤0.01%
35,858
567
$879K ﹤0.01%
10,749
+287
568
$877K ﹤0.01%
43,031
+6,516
569
$875K ﹤0.01%
35,343
+3,201
570
$872K ﹤0.01%
2,266
-697
571
$870K ﹤0.01%
11,134
-125
572
$868K ﹤0.01%
2,722
+1,853
573
$864K ﹤0.01%
11,371
+1,880
574
$839K ﹤0.01%
3,556
+416
575
$831K ﹤0.01%
21,695
+3,726