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 Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.3B
AUM Growth
+$3.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$678M
2
+$576M
3
+$520M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$385M
5
VOD icon
Vodafone
VOD
+$324M

Top Sells

1
+$971M
2
+$634M
3
+$594M
4
HD icon
Home Depot
HD
+$510M
5
QCOM icon
Qualcomm
QCOM
+$494M

Sector Composition

1 Financials 17.55%
2 Technology 13.55%
3 Healthcare 13.21%
4 Consumer Discretionary 8.47%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.9M 0.03%
588,299
-9,375
227
$21.8M 0.03%
126,537
+3,517
228
$21.6M 0.03%
339,085
-6,955
229
$21.2M 0.03%
492,202
-112
230
$21.2M 0.03%
499,214
-7,979
231
$20.9M 0.03%
528,961
+1,114
232
$20.9M 0.03%
259,678
-3,511
233
$20.5M 0.03%
10,526,112
+434,933
234
$20.4M 0.03%
91,682
+26,453
235
$20M 0.03%
448,446
+7,162
236
$20M 0.03%
368,217
-3,957
237
$20M 0.03%
156,476
-215,531
238
$19.9M 0.03%
667,047
-14,870
239
$19.8M 0.03%
3,278,899
+177,576
240
$19.1M 0.03%
226,371
+7,431
241
$19M 0.03%
174,557
+22,613
242
$18.9M 0.03%
650,964
+46,752
243
$18.7M 0.03%
208,885
+94,098
244
$18.2M 0.03%
372,671
-4,285
245
$18.2M 0.03%
112,110
+29,809
246
$17.9M 0.03%
128,493
-3,690
247
$17.8M 0.03%
1,182,630
-5,993
248
$17.6M 0.03%
236,799
+210,290
249
$17.2M 0.03%
201,888
-2,468
250
$17M 0.03%
136,150
-625
8 9
10
11 12