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
851
$0 ﹤0.01%
19,121
-800
852
$0 ﹤0.01%
10,000
853
-6,098
854
-2,319
855
-2,787
856
-1,859
857
-11,940
858
-4,214
859
-3,016
860
-957
861
-10,637
862
-1,748
863
-8,142
864
$0 ﹤0.01%
20,000
865
-102,000
866
-8,398,187
867
$0 ﹤0.01%
58,930
+500
868
$0 ﹤0.01%
20,800
869
-4,343
870
-17,834
871
-2,490
872
-120
873
-2,498
874
-763,531
875
-3,761