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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$896M
3 +$620M
4
AMZN icon
Amazon
AMZN
+$608M
5
NVDA icon
NVIDIA
NVDA
+$555M

Top Sells

1 +$813M
2 +$667M
3 +$658M
4
UNH icon
UnitedHealth
UNH
+$649M
5
CSCO icon
Cisco
CSCO
+$646M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$433K ﹤0.01%
1,746
+983
677
$432K ﹤0.01%
4,483
+111
678
$432K ﹤0.01%
3,506
-591
679
$430K ﹤0.01%
5,062
-1,460
680
$430K ﹤0.01%
2,589
-3,599
681
$425K ﹤0.01%
+3,431
682
$424K ﹤0.01%
37,850
+10,936
683
$423K ﹤0.01%
7,919
-8,302
684
$417K ﹤0.01%
1,202
-558
685
$415K ﹤0.01%
13,372
+4,353
686
$408K ﹤0.01%
3,241
-220
687
$407K ﹤0.01%
3,433
-513
688
$399K ﹤0.01%
3,827
-159
689
$398K ﹤0.01%
1,874
-130
690
$397K ﹤0.01%
9,065
+3,638
691
$389K ﹤0.01%
2,986
+781
692
$386K ﹤0.01%
+938
693
$379K ﹤0.01%
6,368
-1,884
694
$379K ﹤0.01%
2,200
-385
695
$374K ﹤0.01%
6,863
696
$372K ﹤0.01%
2,336
+118
697
$371K ﹤0.01%
6,675
-2,598
698
$369K ﹤0.01%
1,940
699
$368K ﹤0.01%
+4,729
700
$364K ﹤0.01%
7,344
+1,618