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
651
$459K ﹤0.01%
6,420
+580
652
$458K ﹤0.01%
7,810
+1,263
653
$457K ﹤0.01%
7,935
+128
654
$455K ﹤0.01%
3,576
-61
655
$453K ﹤0.01%
3,986
656
$451K ﹤0.01%
7,276
+452
657
$449K ﹤0.01%
5,046
-230
658
$443K ﹤0.01%
2,023
-1,871
659
$442K ﹤0.01%
10,383
-989
660
$435K ﹤0.01%
3,805
+318
661
$434K ﹤0.01%
+8,240
662
$434K ﹤0.01%
5,093
+122
663
$428K ﹤0.01%
6,852
+640
664
$420K ﹤0.01%
26,370
-5,563
665
$419K ﹤0.01%
3,938
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666
$419K ﹤0.01%
5,977
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+16,945
668
$414K ﹤0.01%
3,788
-10,780
669
$410K ﹤0.01%
2,051
+94
670
$409K ﹤0.01%
1,318
-135
671
$406K ﹤0.01%
1,268
-191
672
$402K ﹤0.01%
20,349
+5,254
673
$402K ﹤0.01%
3,576
+1,126
674
$401K ﹤0.01%
2,564
-959
675
$401K ﹤0.01%
3,276
+273