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
901
$277K ﹤0.01%
923
-298
902
$276K ﹤0.01%
+772
903
$274K ﹤0.01%
+7,671
904
$270K ﹤0.01%
3,668
-265
905
$269K ﹤0.01%
4,735
-2,497
906
$269K ﹤0.01%
338
+20
907
$269K ﹤0.01%
976
+155
908
$268K ﹤0.01%
10,603
-3,993
909
$265K ﹤0.01%
+1,015
910
$263K ﹤0.01%
2,222
+33
911
$262K ﹤0.01%
1,663
+31
912
$260K ﹤0.01%
2,145
+225
913
$257K ﹤0.01%
+928
914
$256K ﹤0.01%
+3,520
915
$253K ﹤0.01%
+1,161
916
$252K ﹤0.01%
5,128
+156
917
$252K ﹤0.01%
+1,667
918
$252K ﹤0.01%
35,295
919
$246K ﹤0.01%
+2,240
920
$244K ﹤0.01%
4,240
-1,365
921
$244K ﹤0.01%
599
+43
922
$244K ﹤0.01%
+23,495
923
$243K ﹤0.01%
+4,788
924
$243K ﹤0.01%
+3,383
925
$242K ﹤0.01%
4,439
-297