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
51
$1.54B 0.61%
57,950,223
+3,231,049
52
$1.51B 0.6%
47,939,585
+2,051,714
53
$1.47B 0.58%
6,398,715
+46,436
54
$1.45B 0.57%
20,695,979
+530,520
55
$1.37B 0.54%
3,450,236
-205,405
56
$1.33B 0.53%
60,893,207
-2,628,056
57
$1.32B 0.52%
19,181,020
+1,768,560
58
$1.31B 0.52%
2,580,228
+236,406
59
$1.29B 0.51%
14,393,875
+224,201
60
$1.26B 0.5%
8,272,472
-436,290
61
$1.26B 0.5%
20,486,665
-686,407
62
$1.23B 0.49%
89,513,174
+13,275,383
63
$1.2B 0.48%
31,338,405
+1,306,590
64
$1.18B 0.47%
6,827,634
+112,905
65
$1.17B 0.47%
48,390,268
+950,239
66
$1.15B 0.46%
4,227,039
-3,824,987
67
$1.12B 0.44%
35,345,109
-2,974,271
68
$1.12B 0.44%
5,327,443
+196,666
69
$1.1B 0.44%
15,048,555
+448,055
70
$1.1B 0.44%
22,842,252
+429,330
71
$1.09B 0.43%
11,919,980
-110,084
72
$1.09B 0.43%
2,689,803
-25,615
73
$1.08B 0.43%
18,562,934
+752,505
74
$1.07B 0.43%
3,275,045
+142,058
75
$1.05B 0.42%
7,956,402
-219,665
1 2
3
4 5