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
676
$1.17M ﹤0.01%
+35,000
677
$1.16M ﹤0.01%
25,780
-2,343
678
$1.16M ﹤0.01%
13,559
-5,248
679
$1.15M ﹤0.01%
224,077
680
$1.13M ﹤0.01%
4,147
+820
681
$1.13M ﹤0.01%
45,618
-60,034
682
$1.11M ﹤0.01%
51,673
-51,394
683
$1.09M ﹤0.01%
32,551
-5,765
684
$1.09M ﹤0.01%
13,369
-6,273
685
$1.09M ﹤0.01%
2,172
+1,008
686
$1.09M ﹤0.01%
14,705
+5,063
687
$1.06M ﹤0.01%
+35,072
688
$1.05M ﹤0.01%
47,090
-18,437
689
$1.04M ﹤0.01%
+13,548
690
$1.04M ﹤0.01%
+8,877
691
$1.03M ﹤0.01%
40,693
-25,089
692
$1.03M ﹤0.01%
64,913
-7,967
693
$1.01M ﹤0.01%
102,377
694
$981K ﹤0.01%
8,233
+9
695
$979K ﹤0.01%
11,633
-6,815
696
$979K ﹤0.01%
+32,130
697
$963K ﹤0.01%
280,801
-14,788
698
$956K ﹤0.01%
7,459
-303,275
699
$953K ﹤0.01%
3,044
+778
700
$947K ﹤0.01%
3,342
+840