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
801
$453K ﹤0.01%
1,860
-200
802
$451K ﹤0.01%
19,637
+8,388
803
$449K ﹤0.01%
+19,743
804
$448K ﹤0.01%
9,055
+2,206
805
$446K ﹤0.01%
4,864
-1,424
806
$442K ﹤0.01%
+13,414
807
$440K ﹤0.01%
6,758
+5
808
$436K ﹤0.01%
6,080
+1,635
809
$436K ﹤0.01%
1,660
-168
810
$435K ﹤0.01%
1,541
+208
811
$434K ﹤0.01%
5,179
+155
812
$430K ﹤0.01%
1,814
-245
813
$428K ﹤0.01%
8,375
-1,578
814
$422K ﹤0.01%
8,530
-11,240
815
$419K ﹤0.01%
402
+122
816
$417K ﹤0.01%
+50,600
817
$413K ﹤0.01%
+4,177
818
$411K ﹤0.01%
1,960
-89
819
$410K ﹤0.01%
4,490
-80
820
$409K ﹤0.01%
6,018
-1,991
821
$406K ﹤0.01%
2,794
-420
822
$406K ﹤0.01%
2,600
-261
823
$404K ﹤0.01%
18,411
+7,037
824
$404K ﹤0.01%
265
-12
825
$401K ﹤0.01%
1,682
+80
31 32
33
34 35