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
926
$242K ﹤0.01%
+2,922
927
$241K ﹤0.01%
1,702
-232
928
$240K ﹤0.01%
+3,924
929
$239K ﹤0.01%
+17,845
930
$237K ﹤0.01%
5,733
-650
931
$237K ﹤0.01%
+1,872
932
$236K ﹤0.01%
8,254
-2,054
933
$236K ﹤0.01%
+3,599
934
$235K ﹤0.01%
63
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935
$235K ﹤0.01%
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936
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+6,336
937
$234K ﹤0.01%
+1,014
938
$233K ﹤0.01%
+3,947
939
$233K ﹤0.01%
3,011
-7,252
940
$233K ﹤0.01%
1,751
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941
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+3,075
942
$231K ﹤0.01%
7,864
-16,016
943
$227K ﹤0.01%
2,700
-612
944
$224K ﹤0.01%
3,596
-901
945
$223K ﹤0.01%
589
-454
946
$222K ﹤0.01%
+2,818
947
$221K ﹤0.01%
12,910
+150
948
$220K ﹤0.01%
1,224
-1,124
949
$220K ﹤0.01%
+2,348
950
$219K ﹤0.01%
911
-1,323