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
601
$662K ﹤0.01%
8,490
+450
602
$661K ﹤0.01%
11,493
-2,489
603
$660K ﹤0.01%
26,007
-585
604
$658K ﹤0.01%
14,177
-4,885
605
$650K ﹤0.01%
4,409
606
$647K ﹤0.01%
28,056
+10,548
607
$645K ﹤0.01%
19,155
+6,480
608
$639K ﹤0.01%
17,448
-700
609
$638K ﹤0.01%
3,895
-12
610
$636K ﹤0.01%
4,262
-1,180
611
$635K ﹤0.01%
6,091
+938
612
$628K ﹤0.01%
4,636
-1,122
613
$614K ﹤0.01%
7,918
+4,751
614
$610K ﹤0.01%
15,213
-15,629
615
$610K ﹤0.01%
5,786
-5,195
616
$603K ﹤0.01%
9,447
+2,033
617
$598K ﹤0.01%
5,004
+110
618
$595K ﹤0.01%
10,033
-40
619
$592K ﹤0.01%
6,870
-184
620
$589K ﹤0.01%
8,454
+233
621
$578K ﹤0.01%
+95,307
622
$577K ﹤0.01%
9,605
+209
623
$574K ﹤0.01%
4,930
-478
624
$568K ﹤0.01%
13,789
+833
625
$562K ﹤0.01%
1,916
+946