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
151
$114M 0.05%
2,082,840
+648,762
152
$112M 0.04%
3,433,935
-483,631
153
$111M 0.04%
1,123,639
+76,751
154
$110M 0.04%
336,847
-96,743
155
$109M 0.04%
365,966
+92,463
156
$109M 0.04%
765,185
-585,724
157
$108M 0.04%
1,332,668
-39,549
158
$107M 0.04%
227,406
+7,440
159
$97.6M 0.04%
439,696
-18,591
160
$97.3M 0.04%
1,858,621
+819,206
161
$95.6M 0.04%
1,830,206
-71,676
162
$95.1M 0.04%
2,037,746
-44,602
163
$93.8M 0.04%
452,659
-45,026
164
$91.2M 0.04%
4,513,977
+344,714
165
$90.8M 0.04%
181,541
-10,656
166
$88.6M 0.04%
+1,251,017
167
$87M 0.03%
794,390
-118,218
168
$86.3M 0.03%
319,773
-35,446
169
$84.8M 0.03%
290,301
-1,570
170
$84.7M 0.03%
297,161
+36,824
171
$84M 0.03%
510,288
-42,380
172
$82.9M 0.03%
3,882,837
-264,909
173
$81.7M 0.03%
1,701,913
-122,759
174
$81M 0.03%
446,199
+50,148
175
$80.4M 0.03%
225,197
+8,114
5 6
7
8 9