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
301
$7.04M 0.01%
111,662
-118,167
302
$6.71M 0.01%
278,000
-150,206
303
$6.62M 0.01%
183,844
+21,487
304
$6.52M 0.01%
107,055
+46,409
305
$6.52M 0.01%
359,313
-449,783
306
$6.47M 0.01%
56,653
-33,710
307
$6.41M 0.01%
183,035
-6,244
308
$6.35M 0.01%
723,760
-274,954
309
$6.22M 0.01%
72,243
-44
310
$5.98M 0.01%
143,000
-56,000
311
$5.97M 0.01%
92,830
+2,537
312
$5.77M 0.01%
92,232
+23,171
313
$5.7M 0.01%
125,589
-13,755
314
$5.65M 0.01%
23,751
+1,398
315
$5.59M 0.01%
64,567
-2,208
316
$5.56M 0.01%
122,949
-55,000
317
$5.56M 0.01%
151,705
-3,943
318
$5.47M 0.01%
190,366
-19,778
319
$5.34M 0.01%
273,966
-65,086
320
$5.24M 0.01%
141,012
+7,945
321
$5.24M 0.01%
36,341
-4,064
322
$5.13M 0.01%
1,022,065
+56,408
323
$5.03M 0.01%
195,512
+2,759
324
$4.98M 0.01%
158,644
-13,813
325
$4.94M 0.01%
65,573
-1,341