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
$244B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$852M
3 +$511M
4
NVDA icon
NVIDIA
NVDA
+$388M
5
MSFT icon
Microsoft
MSFT
+$272M

Top Sells

1 +$1.32B
2 +$765M
3 +$721M
4
GM icon
General Motors
GM
+$216M
5
NXPI icon
NXP Semiconductors
NXPI
+$130M

Sector Composition

1 Technology 29.7%
2 Financials 12.38%
3 Healthcare 9.97%
4 Consumer Discretionary 8.89%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
-4,374
1027
-2,589
1028
-5,364
1029
-17,900
1030
-33,409
1031
$0 ﹤0.01%
4,137,271
+2,330
1032
-3,483
1033
-869
1034
-40,500
1035
-27,490
1036
-25,285
1037
-21,554
1038
-788,884