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
876
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877
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878
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879
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880
-6,040
881
-1,119
882
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883
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884
-714
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886
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888
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889
-8,046
890
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891
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892
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893
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894
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895
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896
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897
-7,714
898
$0 ﹤0.01%
12,555
899
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900
-1,447