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
1126
-4,068
1127
-333
1128
-220
1129
-20,000
1130
-20
1131
-10,780
1132
-32
1133
-19,200
1134
-17,040
1135
-41,490
1136
-6,282
1137
-12,335
1138
-75
1139
-2,959
1140
-233
1141
-16,075
1142
-13,879
1143
-29
1144
-629
1145
-38,165
1146
-935
1147
-1,934
1148
-8,152
1149
-164
1150
-2,245