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
276
$11.7M 0.02%
161,020
-3,047
277
$11.2M 0.02%
+852,000
278
$11.2M 0.02%
151,296
-7,415
279
$11.2M 0.02%
+1,097,985
280
$11M 0.02%
85,571
+34,220
281
$11M 0.02%
217,019
+12,672
282
$10.9M 0.02%
63,000
+32,000
283
$10.6M 0.02%
217,088
-239,112
284
$10.6M 0.02%
203,838
-112,713
285
$10.5M 0.02%
170,920
-14,560
286
$10.2M 0.02%
102,170
+16,428
287
$9.98M 0.02%
163,000
+111,000
288
$9.97M 0.02%
134,711
-11,171
289
$9.69M 0.01%
289,178
+403
290
$9.68M 0.01%
79,549
+3,134
291
$9.57M 0.01%
101,946
-114,323
292
$9.54M 0.01%
241,547
-420
293
$9.28M 0.01%
341,830
294
$9.22M 0.01%
55,800
-88,675
295
$9.11M 0.01%
303,186
+186
296
$8.88M 0.01%
107,179
+7,022
297
$8.87M 0.01%
359,505
-1,738,011
298
$8.85M 0.01%
150,832
-689
299
$8.82M 0.01%
460,000
300
$8.62M 0.01%
590,447
+437,500