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
926
-3,500
927
-4,387
928
-4,397
929
-3,190
930
-4,162
931
-5,305
932
-1,098
933
-1,438
934
-4,241
935
-767
936
-1,251
937
-10,042
938
-1,055,735
939
-13,539
940
-11,864
941
-25,320
942
-14,840
943
-7,914
944
-5,195
945
-1,359
946
-3,197
947
-10,070
948
-1,257
949
-53,466
950
-2,871