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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$896M
3 +$620M
4
AMZN icon
Amazon
AMZN
+$608M
5
NVDA icon
NVIDIA
NVDA
+$555M

Top Sells

1 +$813M
2 +$667M
3 +$658M
4
UNH icon
UnitedHealth
UNH
+$649M
5
CSCO icon
Cisco
CSCO
+$646M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-2,957
827
-6,389
828
-9,450
829
-4,744
830
-3,312
831
-3,393
832
-3,662
833
-2,567
834
-2,024
835
-2,411
836
-2,557
837
-39,535
838
-3,846
839
-5,773
840
-2,916
841
-588
842
$0 ﹤0.01%
4,670,638
-101,448
843
-5,219
844
-3,380
845
-5,927
846
-3,326
847
-2,724
848
-18,735,514
849
-92,711
850
$0 ﹤0.01%
10,000