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
201
$56.7M 0.02%
1,993,969
-131,820
202
$56.2M 0.02%
3,351,087
+3,164,915
203
$55M 0.02%
1,617,381
-172,160
204
$54.9M 0.02%
112,440
-718
205
$54.6M 0.02%
187,442
-13,444
206
$54.2M 0.02%
537,360
-46,092
207
$54.2M 0.02%
627,980
-23,512
208
$54.1M 0.02%
497,550
-395,736
209
$53.8M 0.02%
1,610,461
-118,920
210
$53.5M 0.02%
667,319
-38,970
211
$53.1M 0.02%
289,993
-132,220
212
$52.6M 0.02%
283,580
-74,056
213
$51.6M 0.02%
1,534,110
-84,285
214
$51.4M 0.02%
689,142
-45,401
215
$49.4M 0.02%
1,244,411
-60,105
216
$49.2M 0.02%
380,261
+16,840
217
$48.3M 0.02%
173,139
-36,778
218
$48.2M 0.02%
4,662,068
-4,909,546
219
$47.7M 0.02%
2,950,665
-268,853
220
$47.5M 0.02%
1,486,491
-112,830
221
$46.8M 0.02%
2,002,014
-175,987
222
$46.5M 0.02%
235,158
+143,212
223
$45.1M 0.02%
852,089
-1,401,209
224
$45.1M 0.02%
589,781
-45,644
225
$45M 0.02%
671,307
-647,076