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
726
$757K ﹤0.01%
13,734
+5,602
727
$757K ﹤0.01%
17,188
-1,265
728
$756K ﹤0.01%
7,330
+84
729
$755K ﹤0.01%
39,946
-37,967
730
$752K ﹤0.01%
4,115
-911
731
$746K ﹤0.01%
1,018
+13
732
$745K ﹤0.01%
13,545
-28
733
$743K ﹤0.01%
8,072
+272
734
$740K ﹤0.01%
6,680
+418
735
$733K ﹤0.01%
1,742
+317
736
$720K ﹤0.01%
6,583
-3,798
737
$718K ﹤0.01%
23,432
+224
738
$718K ﹤0.01%
88,163
-49,475
739
$716K ﹤0.01%
3,317
-474
740
$715K ﹤0.01%
5,951
-88
741
$701K ﹤0.01%
15,687
-8,421
742
$695K ﹤0.01%
+6,445
743
$676K ﹤0.01%
816
-124
744
$673K ﹤0.01%
5,702
-1,383
745
$668K ﹤0.01%
2,662
-248
746
$659K ﹤0.01%
9,801
+4,583
747
$655K ﹤0.01%
10,235
+507
748
$649K ﹤0.01%
9,620
-1,294
749
$644K ﹤0.01%
2,891
+413
750
$642K ﹤0.01%
26,275
-13,724