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
276
$9.82M 0.01%
241,666
-111,377
277
$9.79M 0.01%
272,682
+6,325
278
$9.74M 0.01%
466,591
+76
279
$9.63M 0.01%
930,831
-77,652
280
$9.61M 0.01%
197,221
-8,023
281
$9.27M 0.01%
272,521
-22,630
282
$9.16M 0.01%
147,875
-4,066
283
$9.07M 0.01%
129,319
-1,157
284
$8.98M 0.01%
129,555
-36,948
285
$8.72M 0.01%
202,936
-19
286
$8.68M 0.01%
179,042
-1,361
287
$8.5M 0.01%
190,486
-35,324
288
$8.4M 0.01%
709,992
-15,147,407
289
$8.33M 0.01%
1,739,278
-60,463,887
290
$8.17M 0.01%
206,477
-6,218,629
291
$8.14M 0.01%
209,137
-98,831
292
$7.94M 0.01%
685,712
+18,109
293
$7.87M 0.01%
39,000
-22,000
294
$7.73M 0.01%
2,628,370
-154,681
295
$7.63M 0.01%
290,683
-88,767
296
$7.34M 0.01%
213,602
-5,584
297
$7.22M 0.01%
4,275,150
+16,367
298
$7.19M 0.01%
49,621
-4,980
299
$7.14M 0.01%
726,672
+12,041
300
$7.14M 0.01%
3,129,944
-391,366