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
251
$16.9M 0.03%
409,064
+225,431
252
$16.7M 0.03%
343,410
+326,754
253
$16.4M 0.02%
113,028
-3,725
254
$16.3M 0.02%
183,765
+176,656
255
$16.1M 0.02%
100,913
+96,420
256
$15.7M 0.02%
704,627
-1,126
257
$15.5M 0.02%
226,090
+20,520
258
$15.3M 0.02%
165,766
-63,550
259
$15.3M 0.02%
668,962
-3,605
260
$14.6M 0.02%
226,808
+1,168
261
$14.6M 0.02%
419,331
-1,686
262
$14.6M 0.02%
190,832
-2,833
263
$14.6M 0.02%
407,323
+327,351
264
$14.5M 0.02%
387,199
+837
265
$14.5M 0.02%
96,438
-1,627
266
$14.3M 0.02%
514,995
-187
267
$14.3M 0.02%
412,904
-1,001
268
$14.2M 0.02%
336,222
+2,770
269
$14.1M 0.02%
543,961
-24,191
270
$13.8M 0.02%
688,581
+3,106
271
$13.7M 0.02%
229,186
-1,835
272
$13.7M 0.02%
533,396
+35,941
273
$13.5M 0.02%
397,335
-15,685
274
$12M 0.02%
185,899
+27,898
275
$11.8M 0.02%
682,480
+178,886