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
201
$53.1M 0.03%
643,178
+39,517
202
$51.6M 0.03%
95,692
+94,753
203
$51.5M 0.03%
234,138
-5,839
204
$51.1M 0.03%
1,236,434
-19,386
205
$50.9M 0.03%
810,686
+47,360
206
$50.8M 0.03%
1,040,040
+308,948
207
$50.4M 0.03%
98,880
-3,178
208
$50.4M 0.03%
465,801
+15,951
209
$49.4M 0.03%
2,438,645
-28,214
210
$48.8M 0.03%
545,781
-16,822
211
$47.8M 0.03%
370,874
+6,204
212
$47.4M 0.03%
2,527,961
-31,790
213
$46.7M 0.03%
1,733,352
-35,085
214
$46.2M 0.03%
239,441
-117
215
$45.9M 0.03%
571,701
-15,639
216
$45.6M 0.03%
762,553
-10,210
217
$44.8M 0.03%
987,442
-17,930
218
$44.5M 0.03%
957,501
+713,726
219
$44M 0.03%
1,080,066
+55,606
220
$44M 0.03%
149,497
+4,459
221
$43.9M 0.03%
491,532
-4,716
222
$43.2M 0.03%
3,005,622
+994,391
223
$42.6M 0.03%
150,143
-17,941
224
$42.6M 0.03%
930,528
+62,408
225
$42.1M 0.03%
10,769,815
-1,106,977