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
1
$13B 5.18%
82,511,422
-8,229,696
2
$12.1B 4.8%
24,297,369
-900,270
3
$11B 4.36%
53,555,986
+267,208
4
$8.48B 3.37%
102,253,864
+4,850,259
5
$7.13B 2.83%
32,482,019
-96,884
6
$6.47B 2.57%
36,685,062
-331,249
7
$5.52B 2.19%
57,650,891
+2,686,141
8
$4.69B 1.86%
6,356,667
-94,181
9
$4.63B 1.84%
6,539,746
+227,604
10
$4.46B 1.77%
15,375,410
-2,993,722
11
$4.31B 1.71%
14,157,321
+1,163,616
12
$4B 1.59%
17,664,956
-340,387
13
$3.88B 1.54%
39,664,412
-253,517
14
$3.66B 1.45%
9,418,321
+208,196
15
$3.64B 1.45%
9,933,082
+255,504
16
$3.41B 1.35%
12,374,445
-38,108
17
$3.4B 1.35%
4,244,254
+250,934
18
$3.39B 1.34%
24,045,186
+749,150
19
$3.35B 1.33%
4,302,467
-1,135,979
20
$3.33B 1.32%
30,853,708
+438,345
21
$3.08B 1.22%
3,110,415
-20,824
22
$3.01B 1.19%
20,599,190
+837,268
23
$2.98B 1.18%
20,826,805
+378,936
24
$2.79B 1.11%
8,734,960
-237,553
25
$2.74B 1.09%
32,161,457
+988,152