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
576
$1.97M ﹤0.01%
5,785
+969
577
$1.96M ﹤0.01%
163,163
+45,523
578
$1.95M ﹤0.01%
43,754
-2,146
579
$1.94M ﹤0.01%
805,384
-133,026
580
$1.93M ﹤0.01%
10,905
+3,780
581
$1.92M ﹤0.01%
108,023
582
$1.9M ﹤0.01%
28,288
+11,100
583
$1.9M ﹤0.01%
19,223
+14,036
584
$1.89M ﹤0.01%
20,789
-47,392
585
$1.88M ﹤0.01%
71,084
+5,889
586
$1.88M ﹤0.01%
27,678
587
$1.84M ﹤0.01%
22,960
-5,619
588
$1.83M ﹤0.01%
47,557
589
$1.83M ﹤0.01%
32,639
+352
590
$1.8M ﹤0.01%
83,137
+969
591
$1.79M ﹤0.01%
6,145
-136
592
$1.79M ﹤0.01%
34,845
+12,783
593
$1.76M ﹤0.01%
7,684
+382
594
$1.74M ﹤0.01%
108,301
+23,420
595
$1.72M ﹤0.01%
23,485
+8,247
596
$1.72M ﹤0.01%
56,940
-15,377
597
$1.72M ﹤0.01%
75,175
598
$1.69M ﹤0.01%
65,696
599
$1.69M ﹤0.01%
5,477
+1,641
600
$1.68M ﹤0.01%
45,626
+312
22 23
24
25 26