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
976
$68.5K ﹤0.01%
+11,000
977
$64.8K ﹤0.01%
+20,384
978
$40K ﹤0.01%
+30,301
979
$34.6K ﹤0.01%
+15,800
980
$33.6K ﹤0.01%
+14,949
981
$16K ﹤0.01%
16,980
+3,518
982
$7.17K ﹤0.01%
+10,000
983
$4.76K ﹤0.01%
500
-50
984
$4.55K ﹤0.01%
10,069
+69
985
-27,998
986
-20,591
987
-9,349
988
-440
989
-5,016
990
-1,956
991
-1,191
992
-39,619
993
-4,089
994
-11,684
995
-1,474
996
-13,302
997
-892,644
998
-1,937
999
-3,072
1000
-255,223