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
251
$12.8M 0.02%
1,387,251
-51,059,052
252
$12.7M 0.02%
378,430
+28,745
253
$12.7M 0.02%
154,139
-13,530
254
$12.7M 0.02%
8,347,550
-1,712,489
255
$12.6M 0.02%
550,293
-14,747
256
$12.6M 0.02%
232,527
-110,087
257
$12.5M 0.02%
195,692
+15,995
258
$12.5M 0.02%
485,274
-16,772
259
$12.3M 0.02%
683,778
-18,352
260
$12.2M 0.02%
190,445
-10,311
261
$11.9M 0.01%
135,076
-16,768
262
$11.9M 0.01%
753,176
-82,756
263
$11.8M 0.01%
81,928
+130
264
$11.6M 0.01%
+124,998
265
$11.5M 0.01%
520,220
-3,599
266
$11.5M 0.01%
120,757
-5,088
267
$11.1M 0.01%
199,474
-309,852
268
$11M 0.01%
1,153,592
-28,836
269
$11M 0.01%
218,144
+200,802
270
$11M 0.01%
177,476
-5,372
271
$10.4M 0.01%
450,634
+8,862
272
$9.98M 0.01%
1,174,669
-9,043
273
$9.91M 0.01%
73,262
-2,732
274
$9.9M 0.01%
71,659
-6,322
275
$9.83M 0.01%
81,864
-65,247
9 10
11
12 13