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
876
$312K ﹤0.01%
6,361
-1,953
877
$311K ﹤0.01%
1,280
-568
878
$311K ﹤0.01%
5,534
+358
879
$310K ﹤0.01%
1,361
+112
880
$309K ﹤0.01%
3,723
+347
881
$308K ﹤0.01%
5,288
+889
882
$308K ﹤0.01%
7,172
-1,835
883
$307K ﹤0.01%
22,461
+199
884
$307K ﹤0.01%
1,235
-1,018
885
$305K ﹤0.01%
+11,815
886
$302K ﹤0.01%
3,708
-3,323
887
$296K ﹤0.01%
+5,363
888
$295K ﹤0.01%
+5,225
889
$294K ﹤0.01%
+3,862
890
$293K ﹤0.01%
3,015
+12
891
$293K ﹤0.01%
1,766
+526
892
$287K ﹤0.01%
2,267
-136
893
$285K ﹤0.01%
8,619
-129
894
$284K ﹤0.01%
8,881
-2,584
895
$284K ﹤0.01%
+2,314
896
$284K ﹤0.01%
2,132
+240
897
$283K ﹤0.01%
1,293
+90
898
$281K ﹤0.01%
9,913
-954
899
$280K ﹤0.01%
4,180
+709
900
$280K ﹤0.01%
3,978
-1,737