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
101
$492M 0.2%
12,533,974
+1,624,618
102
$490M 0.19%
5,150,230
-45,291
103
$453M 0.18%
6,406,669
-52,509
104
$431M 0.17%
5,431,316
+4,005,942
105
$430M 0.17%
2,918,202
+154,007
106
$418M 0.17%
63,342,086
+6,003,145
107
$402M 0.16%
1,820,270
+76,614
108
$394M 0.16%
5,084,722
+185,995
109
$348M 0.14%
9,073,648
+2,588,064
110
$347M 0.14%
497,027
+24,215
111
$336M 0.13%
3,062,270
-201,981
112
$335M 0.13%
584,997
+46,735
113
$314M 0.12%
8,372,012
+2,777,150
114
$311M 0.12%
1,750,771
-86,289
115
$306M 0.12%
1,851,209
-331,079
116
$299M 0.12%
10,367,489
+239,663
117
$295M 0.12%
4,505,566
+1,077,977
118
$287M 0.11%
1,565,545
-12,862
119
$273M 0.11%
2,959,499
+9,238
120
$272M 0.11%
88,098,675
+13,682,255
121
$270M 0.11%
1,054,580
+72,097
122
$263M 0.1%
792,503
+52,714
123
$259M 0.1%
2,629,624
-75,807
124
$247M 0.1%
4,128,831
-1,973,116
125
$238M 0.09%
5,265,852
-251,435