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
826
-4,500
827
-60,043
828
-37,850
829
-929
830
-2,801
831
-2,711
832
-1,751
833
-10,032
834
-1,493,125
835
-9,873
836
-2,472
837
-3,948
838
-597
839
-20,000
840
-59,771
841
-28,748
842
-22,588
843
$0 ﹤0.01%
+10,000
844
$0 ﹤0.01%
14,921
845
$0 ﹤0.01%
10,000
846
-10,759
847
$0 ﹤0.01%
20,000
848
$0 ﹤0.01%
12,555
849
-14,500
850
$0 ﹤0.01%
58,430