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
$189B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1 +$1.18B
2 +$340M
3 +$280M
4
NVDA icon
NVIDIA
NVDA
+$274M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$209M

Top Sells

1 +$828M
2 +$679M
3 +$553M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$231M
5
PEP icon
PepsiCo
PEP
+$224M

Sector Composition

1 Technology 30%
2 Financials 12.45%
3 Consumer Discretionary 10.07%
4 Healthcare 9.87%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
-25
1002
-87,070
1003
-341
1004
-930
1005
-2,990
1006
-1,464
1007
-860
1008
$0 ﹤0.01%
+4,134,045
1009
-544
1010
-12,500
1011
-11,000
1012
-111
1013
-871
1014
-154,854
1015
-45,311
1016
-298
1017
-450,795
1018
-99,189
1019
-349,266
1020
-16,406
1021
-1,585
1022
-1,693
1023
-18,930,939
1024
-197
1025
-25,170