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
601
$1.67M ﹤0.01%
52,524
-4,723
602
$1.67M ﹤0.01%
273,002
603
$1.66M ﹤0.01%
5,442
-4,403
604
$1.65M ﹤0.01%
94,676
+27,648
605
$1.63M ﹤0.01%
103,396
+17,058
606
$1.62M ﹤0.01%
23,506
+6,607
607
$1.61M ﹤0.01%
52,743
608
$1.61M ﹤0.01%
10,575
-1,317
609
$1.61M ﹤0.01%
44,248
610
$1.58M ﹤0.01%
18,641
-1,290
611
$1.58M ﹤0.01%
19,582
+2,284
612
$1.58M ﹤0.01%
7,611
-2,120
613
$1.58M ﹤0.01%
53,638
+8
614
$1.57M ﹤0.01%
18,762
-12,466
615
$1.56M ﹤0.01%
6,890
-3,772
616
$1.56M ﹤0.01%
45,471
-2,397
617
$1.56M ﹤0.01%
14,820
-1,477
618
$1.53M ﹤0.01%
6,217
+289
619
$1.52M ﹤0.01%
98,635
+46,490
620
$1.51M ﹤0.01%
52,550
-59,435
621
$1.51M ﹤0.01%
46,234
+37
622
$1.51M ﹤0.01%
15,560
-46,459
623
$1.5M ﹤0.01%
21,605
-895
624
$1.48M ﹤0.01%
266,074
+18,717
625
$1.47M ﹤0.01%
38,849
-3,352
23 24
25
26 27