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
$148B
AUM Growth
+$14.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$821M
2 +$568M
3 +$428M
4
XYZ
Block Inc
XYZ
+$419M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$333M

Top Sells

1 +$683M
2 +$488M
3 +$420M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$375M
5
PYPL icon
PayPal
PYPL
+$326M

Sector Composition

1 Technology 25.02%
2 Financials 12.11%
3 Healthcare 10.27%
4 Consumer Discretionary 8.74%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$224K ﹤0.01%
5,186
-3,777
877
$224K ﹤0.01%
2,256
-1,535
878
$221K ﹤0.01%
+1,522
879
$221K ﹤0.01%
859
-119
880
$219K ﹤0.01%
+1,839
881
$218K ﹤0.01%
+1,455
882
$218K ﹤0.01%
+3,012
883
$215K ﹤0.01%
14,127
-6,035
884
$213K ﹤0.01%
4,123
-905
885
$211K ﹤0.01%
12,350
-164
886
$210K ﹤0.01%
+46,128
887
$209K ﹤0.01%
+2,794
888
$209K ﹤0.01%
+472
889
$203K ﹤0.01%
4,776
-66,902
890
$200K ﹤0.01%
+4,108
891
$197K ﹤0.01%
24,231
-314
892
$192K ﹤0.01%
16,870
-6,689
893
$189K ﹤0.01%
23,594
+629
894
$172K ﹤0.01%
13,305
-4,963
895
$119K ﹤0.01%
12,168
-5,821
896
$54K ﹤0.01%
+22,650
897
$53K ﹤0.01%
+11,181
898
$51K ﹤0.01%
+44,000
899
$44K ﹤0.01%
+1,610
900
$38K ﹤0.01%
17,338
+4,100