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
876
-14,267
877
-1,990
878
-6,510
879
-18,834
880
-10,339
881
-7,528
882
-19,798
883
-2,026
884
-1,529
885
-3,989
886
-16,945
887
-144,341
888
-2,700
889
-6,257
890
-203,809
891
-3,229
892
-20,870
893
$0 ﹤0.01%
10,000
894
$0 ﹤0.01%
19,921
+5,000
895
-12,212
896
$0 ﹤0.01%
10,000
897
-5,228
898
$0 ﹤0.01%
20,000
899
$0 ﹤0.01%
12,555
900
$0 ﹤0.01%
58,430