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
276
$14.1M 0.01%
278,786
+6,104
277
$14.1M 0.01%
+599,418
278
$13.8M 0.01%
124,608
-6,133
279
$13.8M 0.01%
89,305
-9,086,170
280
$13.7M 0.01%
1,231,394
-498,878
281
$13.7M 0.01%
929,838
+206,078
282
$13.2M 0.01%
204,016
-5,121
283
$13M 0.01%
67,239
+17,618
284
$12.9M 0.01%
743,234
-9,942
285
$12.7M 0.01%
73,513
+251
286
$12.4M 0.01%
244,583
+2,917
287
$12.2M 0.01%
124,597
-4,722
288
$12.1M 0.01%
67,860
-9,839
289
$12.1M 0.01%
477,594
-42,626
290
$12M 0.01%
654,260
-31,452
291
$11.8M 0.01%
75,373
+3,714
292
$11.6M 0.01%
218,523
+379
293
$11.5M 0.01%
169,205
-9,837
294
$11.2M 0.01%
202,990
+54
295
$11.1M 0.01%
123,902
-1,096
296
$10.9M 0.01%
4,274,150
-1,000
297
$10.8M 0.01%
175,565
-7,470
298
$10.8M 0.01%
146,530
+16,975
299
$10.4M 0.01%
186,859
+156,085
300
$10.2M 0.01%
192,180
-651,825