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
776
$547K ﹤0.01%
6,401
-487
777
$536K ﹤0.01%
17,616
+70
778
$531K ﹤0.01%
+38,588
779
$524K ﹤0.01%
9,959
+30
780
$524K ﹤0.01%
5,045
-733
781
$523K ﹤0.01%
1,187
+56
782
$520K ﹤0.01%
5,065
-1,092
783
$518K ﹤0.01%
1,428
-162
784
$517K ﹤0.01%
8,176
-4,678
785
$517K ﹤0.01%
+12,031
786
$506K ﹤0.01%
9,130
+758
787
$505K ﹤0.01%
19,640
+307
788
$504K ﹤0.01%
1,800
-2,905
789
$495K ﹤0.01%
4,422
+264
790
$491K ﹤0.01%
1,834
+316
791
$486K ﹤0.01%
2,491
+291
792
$482K ﹤0.01%
+5,720
793
$481K ﹤0.01%
+16,393
794
$471K ﹤0.01%
2,446
+1,145
795
$469K ﹤0.01%
5,826
+982
796
$458K ﹤0.01%
2,644
+718
797
$458K ﹤0.01%
250
-30
798
$457K ﹤0.01%
+12,439
799
$455K ﹤0.01%
1,596
+503
800
$453K ﹤0.01%
1,319
+173