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
626
$1.46M ﹤0.01%
2
627
$1.46M ﹤0.01%
882,842
+315,901
628
$1.46M ﹤0.01%
7,817
+6,251
629
$1.45M ﹤0.01%
12,975
-21,762
630
$1.45M ﹤0.01%
74,940
631
$1.44M ﹤0.01%
221,983
-53,224
632
$1.44M ﹤0.01%
196,868
-32,451
633
$1.43M ﹤0.01%
11,379
+874
634
$1.42M ﹤0.01%
2,791
-887
635
$1.42M ﹤0.01%
39,717
636
$1.41M ﹤0.01%
8,950
-10,975
637
$1.4M ﹤0.01%
10,693
-5,420
638
$1.4M ﹤0.01%
35,149
+4,560
639
$1.39M ﹤0.01%
33,671
+13,431
640
$1.38M ﹤0.01%
132,503
641
$1.36M ﹤0.01%
+6,509
642
$1.35M ﹤0.01%
23,468
-5,440
643
$1.32M ﹤0.01%
15,001
-1,263,699
644
$1.32M ﹤0.01%
140,222
-27,273
645
$1.32M ﹤0.01%
11,982
+8,091
646
$1.32M ﹤0.01%
30,299
-36,684
647
$1.32M ﹤0.01%
7,268
-87,462
648
$1.31M ﹤0.01%
58,899
+21
649
$1.3M ﹤0.01%
54,827
+17,663
650
$1.3M ﹤0.01%
44,493
+8,223
24 25
26
27 28