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
$148B
AUM Growth
+$14.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$821M
2 +$568M
3 +$428M
4
XYZ
Block Inc
XYZ
+$419M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$333M

Top Sells

1 +$683M
2 +$488M
3 +$420M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$375M
5
PYPL icon
PayPal
PYPL
+$326M

Sector Composition

1 Technology 25.02%
2 Financials 12.11%
3 Healthcare 10.27%
4 Consumer Discretionary 8.74%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$1.02M ﹤0.01%
8,884
-30,701
702
$1.02M ﹤0.01%
+21,089
703
$1.01M ﹤0.01%
+36,799
704
$1.01M ﹤0.01%
403,228
+222,347
705
$996K ﹤0.01%
134,792
+32,136
706
$979K ﹤0.01%
30,633
-2,398
707
$972K ﹤0.01%
12,991
-1,568
708
$964K ﹤0.01%
37,421
-14,017
709
$963K ﹤0.01%
31,961
+6
710
$932K ﹤0.01%
75,247
-21,494
711
$928K ﹤0.01%
+26,652
712
$910K ﹤0.01%
1,668
+472
713
$906K ﹤0.01%
21,949
-4,301
714
$897K ﹤0.01%
4,064
+2,763
715
$883K ﹤0.01%
29,096
-11,904
716
$875K ﹤0.01%
17,564
-1,085
717
$873K ﹤0.01%
89,530
+71,677
718
$869K ﹤0.01%
5,504
-1,815
719
$867K ﹤0.01%
118,906
720
$859K ﹤0.01%
35,544
-13,165
721
$835K ﹤0.01%
6,552
-360
722
$833K ﹤0.01%
+12,516
723
$814K ﹤0.01%
11,992
-13
724
$805K ﹤0.01%
20,858
+54
725
$803K ﹤0.01%
21,389
+3