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
951
$216K ﹤0.01%
7,088
-4,752
952
$214K ﹤0.01%
1,227
953
$210K ﹤0.01%
+4,834
954
$210K ﹤0.01%
1,552
-1,296
955
$210K ﹤0.01%
7,912
+798
956
$209K ﹤0.01%
+4,939
957
$209K ﹤0.01%
1,199
-432
958
$208K ﹤0.01%
+13,964
959
$207K ﹤0.01%
+2,734
960
$206K ﹤0.01%
+920
961
$205K ﹤0.01%
+1,562
962
$204K ﹤0.01%
3,633
+260
963
$203K ﹤0.01%
+1,494
964
$203K ﹤0.01%
+8,722
965
$201K ﹤0.01%
+4,894
966
$191K ﹤0.01%
20,817
-19,721
967
$187K ﹤0.01%
+11,757
968
$148K ﹤0.01%
+13,575
969
$117K ﹤0.01%
14,574
+734
970
$116K ﹤0.01%
+22,436
971
$109K ﹤0.01%
+49,378
972
$101K ﹤0.01%
65,875
+10,515
973
$96.9K ﹤0.01%
12,508
-76,472
974
$93.2K ﹤0.01%
10,435
-3,391
975
$77.1K ﹤0.01%
+11,000