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
826
$400K ﹤0.01%
3,549
-84
827
$400K ﹤0.01%
9,983
-228
828
$399K ﹤0.01%
9,872
829
$396K ﹤0.01%
15,612
+1,558
830
$392K ﹤0.01%
+1,380
831
$389K ﹤0.01%
1,989
-18
832
$381K ﹤0.01%
8,911
-2,450
833
$380K ﹤0.01%
1,734
+359
834
$380K ﹤0.01%
2,740
+102
835
$379K ﹤0.01%
4,158
-1,902
836
$378K ﹤0.01%
8,349
-2,539
837
$377K ﹤0.01%
+5,035
838
$376K ﹤0.01%
1,718
-450
839
$371K ﹤0.01%
+185
840
$371K ﹤0.01%
+2,196
841
$370K ﹤0.01%
3,675
-200
842
$365K ﹤0.01%
62,927
+700
843
$365K ﹤0.01%
34,494
844
$363K ﹤0.01%
+6,414
845
$362K ﹤0.01%
2,841
-178
846
$360K ﹤0.01%
2,086
+882
847
$359K ﹤0.01%
3,828
-527
848
$359K ﹤0.01%
19,805
-13,051
849
$357K ﹤0.01%
4,497
-270
850
$357K ﹤0.01%
+5,281
32 33
34
35 36