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
$161B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,103
New
Increased
Reduced
Closed

Top Buys

1 +$951M
2 +$589M
3 +$418M
4
LRCX icon
Lam Research
LRCX
+$412M
5
MSFT icon
Microsoft
MSFT
+$207M

Top Sells

1 +$1.24B
2 +$585M
3 +$111M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$87.8M
5
TSM icon
TSMC
TSM
+$70.6M

Sector Composition

1 Technology 27.05%
2 Financials 11.79%
3 Healthcare 10.9%
4 Consumer Discretionary 10.36%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$10K ﹤0.01%
+101,000
802
$3K ﹤0.01%
30,300
+300
803
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804
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805
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806
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808
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809
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811
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812
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813
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815
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818
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819
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820
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821
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822
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