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
251
$36.8M 0.02%
120,098
-3,008
252
$36.8M 0.02%
242,192
+956
253
$36.5M 0.02%
214,287
+5,934
254
$36.5M 0.02%
802,671
-148,252
255
$36.5M 0.02%
218,374
-8,003
256
$36.2M 0.02%
561,640
-145,549
257
$35.9M 0.02%
689,131
-86,335
258
$35.9M 0.02%
2,700,386
-454,351
259
$35.8M 0.02%
600,217
+7,560
260
$35.8M 0.02%
3,057,516
-590,158
261
$35.8M 0.02%
814,879
-209,954
262
$35.3M 0.02%
694,451
-175,358
263
$34.7M 0.02%
687,513
-12,338
264
$34.2M 0.02%
234,892
-582
265
$34.1M 0.02%
162,791
-1,475
266
$33.1M 0.02%
161,540
-13,530
267
$32.7M 0.02%
323,983
-99,030
268
$32.3M 0.02%
2,213,972
-439,351
269
$31.8M 0.02%
558,911
-20,729
270
$31.6M 0.02%
159,373
-8,867
271
$30.8M 0.02%
458,300
-50,291
272
$30.6M 0.02%
2,000,157
-378,999
273
$30.6M 0.02%
583,768
-89,223
274
$30.5M 0.02%
278,134
-25,162
275
$30.3M 0.02%
1,034,399
-266,925