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
$133B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$390M
2 +$310M
3 +$233M
4
MSFT icon
Microsoft
MSFT
+$221M
5
TTE icon
TotalEnergies
TTE
+$204M

Top Sells

1 +$384M
2 +$125M
3 +$36.8M
4
EQNR icon
Equinor
EQNR
+$26.2M
5
SNY icon
Sanofi
SNY
+$20.2M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 12.45%
3 Financials 11.9%
4 Healthcare 10.14%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-9,046
827
-1,000
828
-1,338
829
-17,110
830
-2,449
831
-10,158
832
-2,659
833
-94,203
834
-12,504
835
-2,075
836
-1,313,173
837
-18,817
838
-10,365
839
-181,231
840
-12,598