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
176
$78.7M 0.03%
284,646
-38,281
177
$78M 0.03%
820,230
+149,962
178
$77.9M 0.03%
4,938,846
+195,787
179
$77M 0.03%
584,847
-12,273
180
$74.9M 0.03%
488,201
-11,732
181
$74M 0.03%
733,223
-31,214
182
$73.4M 0.03%
267,742
+144,155
183
$73.1M 0.03%
794,483
-69,882
184
$72.4M 0.03%
514,770
+120,030
185
$72M 0.03%
496,569
+44,780
186
$70.1M 0.03%
1,278,219
+1,265,270
187
$69.1M 0.03%
636,880
-42,125
188
$68M 0.03%
686,698
-31,408
189
$65.6M 0.03%
1,479,497
+23,076
190
$64.7M 0.03%
9,829,802
+33,207
191
$64.6M 0.03%
1,193,235
-50,331
192
$63.5M 0.03%
3,577,164
-535,732
193
$62.3M 0.02%
805,299
-69,821
194
$60.7M 0.02%
673,834
+670,069
195
$59.8M 0.02%
1,538,671
-68,401
196
$59.2M 0.02%
479,524
+468,340
197
$59.2M 0.02%
477,582
+16,150
198
$59M 0.02%
564,144
-72,670
199
$58.9M 0.02%
2,564,944
+234,550
200
$57M 0.02%
3,159,801
-137,911