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
551
$2.41M ﹤0.01%
85,866
552
$2.38M ﹤0.01%
66,786
+22
553
$2.37M ﹤0.01%
120,190
-5,387
554
$2.35M ﹤0.01%
43,386
-4,893
555
$2.29M ﹤0.01%
4,353
556
$2.28M ﹤0.01%
22,311
-1,352
557
$2.23M ﹤0.01%
4,211
+676
558
$2.2M ﹤0.01%
7,847
-68
559
$2.19M ﹤0.01%
141,702
+30,223
560
$2.19M ﹤0.01%
11,586
-1,641
561
$2.17M ﹤0.01%
24,759
-3,939
562
$2.16M ﹤0.01%
60,619
-9,993
563
$2.12M ﹤0.01%
135,475
-171,207
564
$2.09M ﹤0.01%
15,581
-763
565
$2.09M ﹤0.01%
38,360
566
$2.08M ﹤0.01%
23,281
+2,745
567
$2.04M ﹤0.01%
29,922
+12,785
568
$2.04M ﹤0.01%
239,286
569
$2.03M ﹤0.01%
8,515
-1,083
570
$2.03M ﹤0.01%
39,331
-1,821
571
$2.02M ﹤0.01%
31,066
+1
572
$2.02M ﹤0.01%
30,709
573
$2.01M ﹤0.01%
3,478
-1,296
574
$1.98M ﹤0.01%
44,830
-448
575
$1.97M ﹤0.01%
11,691
-6,503
21 22
23
24 25