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
651
$1.29M ﹤0.01%
17,415
+4,608
652
$1.29M ﹤0.01%
14,162
-6,136
653
$1.29M ﹤0.01%
111,643
+7
654
$1.28M ﹤0.01%
19,734
-3,118
655
$1.28M ﹤0.01%
34,062
+12,145
656
$1.27M ﹤0.01%
64,306
657
$1.26M ﹤0.01%
12,492
-2,122
658
$1.25M ﹤0.01%
110,813
-182,310
659
$1.24M ﹤0.01%
178,172
+26,546
660
$1.24M ﹤0.01%
6,054
-2,044
661
$1.23M ﹤0.01%
52,067
-779
662
$1.23M ﹤0.01%
19,889
+899
663
$1.23M ﹤0.01%
9,038
-2,597
664
$1.21M ﹤0.01%
225,704
+42,620
665
$1.21M ﹤0.01%
41,897
+10,820
666
$1.21M ﹤0.01%
40,598
+9,797
667
$1.2M ﹤0.01%
52,427
+14,074
668
$1.2M ﹤0.01%
110,169
-14,240
669
$1.19M ﹤0.01%
10,429
+24
670
$1.19M ﹤0.01%
4,100
-108
671
$1.19M ﹤0.01%
10,700
+3,750
672
$1.18M ﹤0.01%
404,981
673
$1.18M ﹤0.01%
9,574
-1,207
674
$1.18M ﹤0.01%
11,702
+7,763
675
$1.18M ﹤0.01%
13,579
+3,825
25 26
27
28 29