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
126
$222M 0.09%
1,833,966
+4,280
127
$214M 0.09%
2,991,470
+379,830
128
$211M 0.08%
21,705,260
+5,234,201
129
$203M 0.08%
1,272,761
-180,168
130
$202M 0.08%
77,322
-5,082
131
$201M 0.08%
2,677,275
+1,010,345
132
$195M 0.08%
2,976,691
-166,258
133
$190M 0.08%
+1,823,800
134
$182M 0.07%
14,587,174
-382,181
135
$167M 0.07%
8,988,765
-2,699,071
136
$163M 0.06%
2,742,210
-33,806
137
$161M 0.06%
1,670,538
-294,050
138
$157M 0.06%
1,310,006
+38,200
139
$148M 0.06%
2,530,563
-235,598
140
$146M 0.06%
1,082,191
-92,931
141
$142M 0.06%
10,383,266
+3,076,400
142
$139M 0.06%
3,106,329
-130,373
143
$137M 0.05%
23,647
+6,579
144
$132M 0.05%
1,269,850
-120,690
145
$130M 0.05%
1,797,085
-158,026
146
$125M 0.05%
3,332,961
-166,292
147
$124M 0.05%
401,745
-92,643
148
$124M 0.05%
707,223
+47,899
149
$116M 0.05%
684,053
-26,147
150
$114M 0.05%
409,821
-28,003