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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1 +$705M
2 +$691M
3 +$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28M 0.03%
237,269
+25,348
227
$27.7M 0.03%
228,612
-6,629
228
$27.6M 0.03%
2,712,901
+1,538,232
229
$26.4M 0.03%
1,247,978
-45,898
230
$26.3M 0.03%
677,504
-34,002
231
$25.9M 0.03%
904,818
+354,525
232
$25.8M 0.03%
585,288
+481,980
233
$25.1M 0.02%
1,304,756
-28,003
234
$24.9M 0.02%
92,905
-720
235
$24.8M 0.02%
283,642
-9,121
236
$23.9M 0.02%
+433,602
237
$23.4M 0.02%
161,562
-20,458
238
$23.2M 0.02%
1,179,164
+495,386
239
$23M 0.02%
320,006
+6,054
240
$22.2M 0.02%
1,136,378
-30,196
241
$22.1M 0.02%
255,557
-3,815
242
$22.1M 0.02%
1,115,246
-34,817
243
$21.7M 0.02%
132,298
+11,541
244
$21.6M 0.02%
173,450
-5,482
245
$21.1M 0.02%
144,736
+9,660
246
$20.8M 0.02%
1,339,302
+120,224
247
$20.6M 0.02%
582,815
-17,069
248
$20.4M 0.02%
896,786
+11,303
249
$20.2M 0.02%
469,556
-15,718
250
$18.9M 0.02%
237,589
-16,135