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
676
$398K ﹤0.01%
3,355
-537
677
$397K ﹤0.01%
6,863
678
$380K ﹤0.01%
+3,234
679
$378K ﹤0.01%
4,740
+36
680
$377K ﹤0.01%
3,607
+666
681
$374K ﹤0.01%
35,007
+100
682
$372K ﹤0.01%
8,973
-13,978
683
$366K ﹤0.01%
3,022
+54
684
$365K ﹤0.01%
1,537
+16
685
$361K ﹤0.01%
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$358K ﹤0.01%
1,962
-86
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$351K ﹤0.01%
3,396
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688
$348K ﹤0.01%
4,313
+27
689
$342K ﹤0.01%
35,495
+13,314
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$340K ﹤0.01%
2,264
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691
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4,100
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692
$337K ﹤0.01%
6,635
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693
$334K ﹤0.01%
15,446
-8,680
694
$332K ﹤0.01%
12,130
+2,172
695
$332K ﹤0.01%
9,660
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696
$328K ﹤0.01%
2,154
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697
$315K ﹤0.01%
8,919
+304
698
$315K ﹤0.01%
1,051
-46
699
$314K ﹤0.01%
1,945
-412
700
$314K ﹤0.01%
8,708