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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1 +$808M
2 +$805M
3 +$696M
4
INTU icon
Intuit
INTU
+$684M
5
META icon
Meta Platforms (Facebook)
META
+$662M

Top Sells

1 +$1.14B
2 +$959M
3 +$891M
4
UNH icon
UnitedHealth
UNH
+$704M
5
V icon
Visa
V
+$609M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$160K ﹤0.01%
+11,071
827
$155K ﹤0.01%
+4,214
828
$144K ﹤0.01%
+10,521
829
$106K ﹤0.01%
+12,500
830
$94K ﹤0.01%
10,265
831
$79K ﹤0.01%
12,684
-2,569
832
$61K ﹤0.01%
20,183
833
$46K ﹤0.01%
17,848
-10,299
834
$44K ﹤0.01%
1,919
-764
835
$39K ﹤0.01%
1,629
-20
836
$34K ﹤0.01%
503
837
$28K ﹤0.01%
+1,342
838
$24K ﹤0.01%
+13,143
839
$12K ﹤0.01%
+15,123
840
$3K ﹤0.01%
+82,000
841
$3K ﹤0.01%
30,000
-300
842
$1K ﹤0.01%
102,000
+1,000
843
-1,160
844
-140,418
845
-345,694
846
-239,094
847
-2,264
848
-3,821
849
-2,454
850
-153,135