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
276
$30.1M 0.02%
326,664
-55,249
277
$30M 0.02%
379,356
+24,818
278
$29.8M 0.02%
1,812,679
-495,205
279
$29M 0.02%
409,586
-41,782
280
$28.7M 0.02%
665,735
-52,150
281
$28.7M 0.02%
69,649
-2,654
282
$28.6M 0.02%
641,806
+11,345
283
$28.3M 0.02%
800,420
-41,032
284
$28.2M 0.01%
141,252
+351
285
$27.9M 0.01%
101,864
+96
286
$26.8M 0.01%
260,924
-25,691
287
$26.7M 0.01%
153,521
+5,892
288
$26.3M 0.01%
197,557
+4,456
289
$26.1M 0.01%
237,066
-23,230
290
$26M 0.01%
80,664
-14,244
291
$25.9M 0.01%
623,442
-143,392
292
$25.7M 0.01%
286,644
+5,860
293
$25.6M 0.01%
2,110,876
-226,235
294
$25.5M 0.01%
416,027
-41,580
295
$25.5M 0.01%
943,467
-153,892
296
$25.3M 0.01%
341,112
-4,218
297
$25.2M 0.01%
600,742
-11,501
298
$25.2M 0.01%
460,106
-88,034
299
$24.8M 0.01%
1,496,482
-50,935
300
$24.4M 0.01%
490,939
-132,196