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
251
$18.9M 0.02%
2,003,942
-68,887
252
$18.5M 0.02%
908,137
-22,694
253
$18.4M 0.02%
309,658
-16,182
254
$18.3M 0.02%
206,399
+15,954
255
$17.9M 0.02%
183,926
+20,039
256
$17.8M 0.02%
390,869
-26,621
257
$17.7M 0.02%
318,749
+46,228
258
$17M 0.02%
3,024,625
-105,319
259
$17M 0.02%
693,149
-31,055
260
$16.8M 0.02%
1,321,415
-24,599
261
$16.6M 0.02%
419,498
+41,068
262
$16.3M 0.02%
1,342,714
-76,347
263
$16.2M 0.02%
2,542,887
-85,483
264
$16.1M 0.02%
68,342
+358
265
$15.9M 0.02%
190,615
-5,077
266
$15.9M 0.02%
9,616,028
+765,584
267
$15.9M 0.02%
224,546
-1,453
268
$15.8M 0.02%
187,466
-45,061
269
$15.8M 0.02%
148,848
-5,291
270
$15.7M 0.02%
285,524
-11,209
271
$15.6M 0.02%
184,346
+36,471
272
$15.1M 0.01%
1,121,840
-31,752
273
$15.1M 0.01%
168,921
-7,926
274
$14.9M 0.01%
719,465
-25,189
275
$14.3M 0.01%
277,526
-10,925