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
76
$1.04B 0.41%
17,043,371
+1,430,797
77
$976M 0.39%
117,592,077
-10,751,133
78
$931M 0.37%
8,914,935
+2,679,139
79
$889M 0.35%
3,595,146
+80,527
80
$874M 0.35%
1,998,440
-5,115
81
$864M 0.34%
1,521,821
-9,306
82
$862M 0.34%
7,121,414
+358,282
83
$857M 0.34%
4,340,636
-294,492
84
$828M 0.33%
7,705,384
+939,834
85
$825M 0.33%
25,272,260
+188,363
86
$799M 0.32%
1,448,522
-68,582
87
$759M 0.3%
11,000,916
-870,320
88
$753M 0.3%
5,723,581
+5,289,330
89
$746M 0.3%
25,471,401
+6,605,750
90
$733M 0.29%
10,663,933
+454,621
91
$692M 0.27%
5,193,448
+1,561,600
92
$637M 0.25%
41,422,112
-2,179,615
93
$635M 0.25%
13,135,366
-430,963
94
$633M 0.25%
148,828,623
+16,705,846
95
$597M 0.24%
5,267,441
+390,883
96
$594M 0.24%
6,903,794
-390,064
97
$575M 0.23%
6,913,924
+38,999
98
$550M 0.22%
5,349,349
+90,165
99
$531M 0.21%
37,531,392
+4,355,850
100
$529M 0.21%
9,282,597
+1,070,605