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
751
$639K ﹤0.01%
43,182
752
$632K ﹤0.01%
9,949
+3,880
753
$631K ﹤0.01%
7,088
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754
$629K ﹤0.01%
10,087
-2,980
755
$626K ﹤0.01%
14,910
-153,447
756
$624K ﹤0.01%
6,843
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$622K ﹤0.01%
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6,008
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760
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$593K ﹤0.01%
9,324
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2,469
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18,921
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769
$586K ﹤0.01%
7,866
+588
770
$584K ﹤0.01%
3,004
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$581K ﹤0.01%
25,951
772
$579K ﹤0.01%
47,198
773
$573K ﹤0.01%
+11,286
774
$571K ﹤0.01%
23,966
+13,707
775
$556K ﹤0.01%
55,722