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
576
$819K ﹤0.01%
14,672
+90
577
$799K ﹤0.01%
5,352
+1,029
578
$795K ﹤0.01%
19,331
+6,966
579
$792K ﹤0.01%
16,246
-380
580
$790K ﹤0.01%
19,798
+7,376
581
$789K ﹤0.01%
2,469
-66
582
$780K ﹤0.01%
3,409
-3,607
583
$779K ﹤0.01%
23,761
-943,699
584
$775K ﹤0.01%
7,937
+925
585
$771K ﹤0.01%
11,203
+1,543
586
$770K ﹤0.01%
12,828
+28
587
$769K ﹤0.01%
55,175
+22,281
588
$765K ﹤0.01%
6,892
-563,260
589
$755K ﹤0.01%
12,570
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590
$745K ﹤0.01%
1,855
-93
591
$736K ﹤0.01%
8,081
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592
$730K ﹤0.01%
6,682
+1,593
593
$727K ﹤0.01%
9,738
+2,118
594
$719K ﹤0.01%
12,353
+1,611
595
$697K ﹤0.01%
32,526
+435
596
$690K ﹤0.01%
8,352
+935
597
$689K ﹤0.01%
19,324
-2,965
598
$683K ﹤0.01%
28,180
+6,110
599
$677K ﹤0.01%
35,008
-17,230
600
$667K ﹤0.01%
3,117
-1,788