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
901
$34K ﹤0.01%
+11,146
902
$33K ﹤0.01%
+28,667
903
$29K ﹤0.01%
16,000
904
$28K ﹤0.01%
+6,679
905
$22K ﹤0.01%
+13,163
906
$16K ﹤0.01%
13,143
907
$13K ﹤0.01%
1,726
+97
908
$12K ﹤0.01%
825
909
$6K ﹤0.01%
83
910
$6K ﹤0.01%
503
911
-54,889
912
-2,656
913
-12,691
914
-50,736
915
-12,898
916
-997,025
917
-13,769
918
-500,080
919
-3,010
920
-5,492
921
-5,003
922
-15,720
923
-85,735
924
-16,085
925
-2,658