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
301
$8.36M 0.01%
144,860
+167
302
$8.3M 0.01%
173,457
303
$8.17M 0.01%
214,167
+10,467
304
$7.91M 0.01%
117,222
+87
305
$7.88M 0.01%
169,068
-6,334
306
$7.87M 0.01%
614,021
-2,490
307
$7.87M 0.01%
103,467
+33,745
308
$7.75M 0.01%
135,898
-370
309
$7.32M 0.01%
96,661
-144
310
$7.25M 0.01%
210,958
311
$7.25M 0.01%
371,044
+1,440
312
$7.08M 0.01%
72,859
-321
313
$6.87M 0.01%
184,184
-11,617
314
$6.73M 0.01%
195,274
+2,007
315
$6.71M 0.01%
64,222
+35
316
$6.6M 0.01%
25,665
+63
317
$6.6M 0.01%
83,837
-220
318
$6.49M 0.01%
167,266
319
$6.46M 0.01%
158,293
+152,799
320
$6.4M 0.01%
67,736
-223
321
$6.4M 0.01%
133,333
+56,525
322
$6.39M 0.01%
110,212
-195
323
$6.21M 0.01%
527,856
-30,710
324
$6.12M 0.01%
133,814
-9,040
325
$6.11M 0.01%
46,259
-3,200