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
626
$554K ﹤0.01%
9,480
+255
627
$553K ﹤0.01%
7,912
-1,091
628
$553K ﹤0.01%
4,973
+3
629
$544K ﹤0.01%
3,394
+1,141
630
$541K ﹤0.01%
12,398
+29
631
$539K ﹤0.01%
67,088
+2,978
632
$537K ﹤0.01%
1,491
+399
633
$534K ﹤0.01%
6,894
+363
634
$533K ﹤0.01%
5,657
+1,378
635
$533K ﹤0.01%
6,644
+1,642
636
$533K ﹤0.01%
9,557
637
$531K ﹤0.01%
5,047
+1,489
638
$527K ﹤0.01%
18,290
-200
639
$526K ﹤0.01%
9,608
-68
640
$518K ﹤0.01%
2,526
-12
641
$515K ﹤0.01%
2,492
+744
642
$509K ﹤0.01%
15,465
-99
643
$509K ﹤0.01%
10,506
+24
644
$506K ﹤0.01%
1,512
+147
645
$481K ﹤0.01%
84,798
-271
646
$475K ﹤0.01%
17,884
647
$472K ﹤0.01%
13,679
+701
648
$469K ﹤0.01%
8,878
649
$462K ﹤0.01%
7,479
-1,012
650
$460K ﹤0.01%
16,159
+165