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
$80.6B
AUM Growth
-$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1 +$743M
2 +$591M
3 +$519M
4
NKE icon
Nike
NKE
+$485M
5
DIS icon
Walt Disney
DIS
+$427M

Top Sells

1 +$1.39B
2 +$1.3B
3 +$473M
4
HSBC icon
HSBC
HSBC
+$433M
5
PG icon
Procter & Gamble
PG
+$402M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 10.99%
3 Financials 10.93%
4 Healthcare 10.39%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$17.6M 0.02%
176,847
-12,124
227
$16.9M 0.02%
178,932
-37,819
228
$16.8M 0.02%
885,483
-12,672
229
$16.6M 0.02%
168,775
+30,608
230
$16.5M 0.02%
1,730,272
+79,773
231
$16M 0.02%
2,072,829
-132,858
232
$15.7M 0.02%
325,840
-11,973
233
$15.5M 0.02%
263,412
+46,508
234
$15.5M 0.02%
253,724
+12,587
235
$15.1M 0.02%
1,346,014
-91,472
236
$15M 0.02%
1,419,061
-260,344
237
$14.8M 0.02%
225,999
-91,044
238
$14.8M 0.02%
529,032
-15,448,961
239
$14.3M 0.02%
1,150,063
+21,865
240
$14.2M 0.02%
433,434
-9,510
241
$14.2M 0.02%
77,699
-979
242
$14M 0.02%
724,204
+90,274
243
$13.9M 0.02%
1,219,078
-142,438
244
$13.8M 0.02%
67,984
-46,782
245
$13.7M 0.02%
8,850,444
-142,202
246
$13.6M 0.02%
163,887
-8,555
247
$13.4M 0.02%
130,741
-8,098
248
$13.4M 0.02%
288,451
+285
249
$13.2M 0.02%
744,654
-66,422
250
$13M 0.02%
417,490
-20,115