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
701
$944K ﹤0.01%
5,212
+2,202
702
$934K ﹤0.01%
43,679
-3,630
703
$921K ﹤0.01%
7,720
+1,516
704
$915K ﹤0.01%
12,751
-2,318
705
$908K ﹤0.01%
2,892
+7
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$906K ﹤0.01%
2,741
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$903K ﹤0.01%
71,979
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$900K ﹤0.01%
59,013
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$877K ﹤0.01%
48,129
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11,875
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712
$856K ﹤0.01%
4,593
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$855K ﹤0.01%
2,648
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22,223
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715
$847K ﹤0.01%
14,109
-2,516
716
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20,403
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717
$822K ﹤0.01%
4,015
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718
$821K ﹤0.01%
+3,329
719
$813K ﹤0.01%
7,709
-1,781
720
$811K ﹤0.01%
41,214
-1,380,678
721
$796K ﹤0.01%
110,908
722
$786K ﹤0.01%
+8,003
723
$783K ﹤0.01%
5,235
-979
724
$777K ﹤0.01%
17,646
-224
725
$761K ﹤0.01%
81,949