Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,103
New
Increased
Reduced
Closed

Top Buys

1 +$896M
2 +$592M
3 +$413M
4
LRCX icon
Lam Research
LRCX
+$386M
5
MSFT icon
Microsoft
MSFT
+$201M

Top Sells

1 +$1.18B
2 +$562M
3 +$111M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$97.7M
5
TSM icon
TSMC
TSM
+$67.2M

Sector Composition

1 Technology 27.05%
2 Financials 11.79%
3 Healthcare 10.9%
4 Consumer Discretionary 10.36%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$76.6M 0.05%
3,812,963
-75,862
177
$75.7M 0.05%
6,075,856
-1,611,463
178
$75.3M 0.05%
1,644,588
+368,169
179
$74.9M 0.05%
5,605,226
-86,688
180
$74.3M 0.05%
1,556,410
+107,855
181
$73.2M 0.05%
574,801
+35,411
182
$72.4M 0.05%
369,414
+101,580
183
$71.7M 0.04%
858,688
+11,457
184
$71.1M 0.04%
152,936
-3,357
185
$70.3M 0.04%
775,435
+5,303
186
$69.6M 0.04%
1,468,184
-24,401
187
$68.3M 0.04%
1,395,947
-40,227
188
$65.8M 0.04%
1,376,928
-34,395
189
$64.7M 0.04%
239,094
-2,216
190
$63.9M 0.04%
3,323,777
+1,060,224
191
$63.4M 0.04%
1,844,748
-40,968
192
$63.1M 0.04%
1,485,943
+3,579
193
$62.1M 0.04%
328,306
+35,282
194
$62M 0.04%
518,524
-14,711
195
$58.5M 0.04%
1,307,008
+14,709
196
$56.9M 0.04%
848,219
-16,112
197
$56.6M 0.04%
2,502,796
-30,754
198
$56.6M 0.04%
805,105
+20,146
199
$53.3M 0.03%
133,991
+8,045
200
$53.2M 0.03%
158,829
+37,264