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
1026
-61,389
1027
-23,863
1028
-158,202
1029
-11,529,017
1030
-12,729
1031
-11,142,231
1032
-1,016,402
1033
-205,273
1034
-82,000
1035
-7,647
1036
-86,351
1037
-4,321
1038
-206
1039
-56
1040
-17,487
1041
-109
1042
-12,000
1043
-61
1044
-935
1045
-17,000
1046
-110
1047
-81
1048
-4,491
1049
-42
1050
-98