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
301
$10.2M 0.01%
419,966
+146,000
302
$10.1M 0.01%
172,283
-27,191
303
$10M 0.01%
339,730
+49,047
304
$9.96M 0.01%
73,704
+1,461
305
$9.83M 0.01%
450,634
306
$9.68M 0.01%
173,435
-4,041
307
$9.47M 0.01%
71,598
-10,266
308
$9.33M 0.01%
183,815
-6,671
309
$9.06M 0.01%
229,000
+86,000
310
$9.03M 0.01%
433,499
-33,092
311
$9.01M 0.01%
1,752,416
312
$8.92M 0.01%
728,474
+1,802
313
$8.87M 0.01%
1,244,354
-34,622
314
$8.74M 0.01%
+86,216
315
$8.33M 0.01%
119,324
-6,265
316
$8.02M 0.01%
335,911
-23,402
317
$8.02M 0.01%
193,615
+9,771
318
$7.87M 0.01%
201,988
-11,614
319
$7.83M 0.01%
629,278
-33,354
320
$7.71M 0.01%
63,227
-1,340
321
$7.68M 0.01%
54,239
-9,310,576
322
$7.5M 0.01%
278,000
323
$7.45M 0.01%
150,551
+9,539
324
$7.23M 0.01%
2,950,730
-59,079
325
$7.19M 0.01%
39,000