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
1026
-11,300
1027
-121,000
1028
-643
1029
-2,732
1030
-2,277
1031
-1,732
1032
-4,256
1033
-9,267
1034
-3,328
1035
-3,753
1036
-20,156
1037
-10,000
1038
-4,297
1039
-4,816
1040
-1,400
1041
-34,447
1042
-877
1043
-1,461
1044
-53,108
1045
-11,267
1046
-61,029
1047
-12,968
1048
-4,550
1049
-16,828
1050
-74,913