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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1 +$808M
2 +$805M
3 +$696M
4
INTU icon
Intuit
INTU
+$684M
5
META icon
Meta Platforms (Facebook)
META
+$662M

Top Sells

1 +$1.14B
2 +$959M
3 +$891M
4
UNH icon
UnitedHealth
UNH
+$704M
5
V icon
Visa
V
+$609M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$788K ﹤0.01%
4,409
602
$788K ﹤0.01%
9,836
+98
603
$782K ﹤0.01%
7,627
-725
604
$781K ﹤0.01%
7,441
-496
605
$780K ﹤0.01%
17,834
+386
606
$776K ﹤0.01%
3,430
-126
607
$772K ﹤0.01%
13,027
+457
608
$764K ﹤0.01%
16,100
-146
609
$760K ﹤0.01%
5,167
+531
610
$744K ﹤0.01%
13,541
+3,933
611
$740K ﹤0.01%
39,593
+19,244
612
$739K ﹤0.01%
3,323
+1,300
613
$737K ﹤0.01%
+4,343
614
$727K ﹤0.01%
10,961
-1,392
615
$713K ﹤0.01%
+37,539
616
$692K ﹤0.01%
545,198
+487,323
617
$676K ﹤0.01%
2,740
+248
618
$673K ﹤0.01%
8,046
+4,365
619
$673K ﹤0.01%
+170,770
620
$671K ﹤0.01%
11,493
621
$662K ﹤0.01%
3,663
-232
622
$660K ﹤0.01%
4,219
+2,797
623
$660K ﹤0.01%
11,055
+1,450
624
$658K ﹤0.01%
5,496
-2,585
625
$657K ﹤0.01%
2,585
+319