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
851
$355K ﹤0.01%
+8,706
852
$354K ﹤0.01%
6,710
-14,188
853
$354K ﹤0.01%
19,256
-26,540
854
$354K ﹤0.01%
+10,897
855
$351K ﹤0.01%
3,315
-1,033
856
$350K ﹤0.01%
2,218
+741
857
$347K ﹤0.01%
906
-30
858
$343K ﹤0.01%
3,195
-849
859
$343K ﹤0.01%
+2,087
860
$342K ﹤0.01%
+12,177
861
$341K ﹤0.01%
15,446
-12,641
862
$337K ﹤0.01%
4,550
+444
863
$332K ﹤0.01%
3,879
-327
864
$329K ﹤0.01%
1,222
-66
865
$325K ﹤0.01%
1,788
-1,985
866
$324K ﹤0.01%
1,736
+710
867
$322K ﹤0.01%
23,670
-6,471
868
$322K ﹤0.01%
13,126
-7,602
869
$321K ﹤0.01%
+7,510
870
$320K ﹤0.01%
5,092
-2,428
871
$319K ﹤0.01%
1,738
+389
872
$319K ﹤0.01%
10,531
-89,324
873
$316K ﹤0.01%
3,131
-10,430
874
$313K ﹤0.01%
5,616
-1,388
875
$312K ﹤0.01%
+3,662
33 34
35
36 37