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
$189B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$358M
3 +$293M
4
KO icon
Coca-Cola
KO
+$290M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$220M

Top Sells

1 +$828M
2 +$679M
3 +$590M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$253M
5
PEP icon
PepsiCo
PEP
+$230M

Sector Composition

1 Technology 30%
2 Financials 12.45%
3 Consumer Discretionary 10.07%
4 Healthcare 9.87%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$46.5M 0.02%
3,013,808
-704,163
227
$46.5M 0.02%
1,801,015
-219,746
228
$45.9M 0.02%
589,163
+1,618
229
$45.1M 0.02%
1,865,033
+16,300
230
$44.9M 0.02%
217,117
+3,760
231
$44.9M 0.02%
186,307
+5,973
232
$44.8M 0.02%
2,115,951
-235,890
233
$44.8M 0.02%
+536,046
234
$44.1M 0.02%
186,426
-2,274
235
$43.4M 0.02%
379,174
+27,718
236
$42.8M 0.02%
1,854,243
-155,099
237
$42.3M 0.02%
769,333
-63,121
238
$41.9M 0.02%
1,571,823
-356,351
239
$41.8M 0.02%
444,210
+12,747
240
$41.8M 0.02%
1,011,176
-239,296
241
$40.1M 0.02%
940,763
-51,213
242
$40.1M 0.02%
479,705
-114,063
243
$38.3M 0.02%
65,956
-2,612
244
$37.7M 0.02%
760,478
-116,849
245
$37.5M 0.02%
108,506
-14,659
246
$37.5M 0.02%
170,192
-32,586
247
$37.2M 0.02%
1,022,866
-214,381
248
$37M 0.02%
1,214,847
-276,718
249
$37M 0.02%
735,741
-32,468
250
$37M 0.02%
2,577,768
-432,322