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
326
$6.09M 0.01%
159,517
+38,277
327
$6.05M 0.01%
+103,449
328
$5.94M 0.01%
405,789
-438,288
329
$5.84M 0.01%
209,430
-1,405
330
$5.7M 0.01%
128,634
+10,832
331
$5.59M 0.01%
170,000
332
$5.54M 0.01%
92,372
+22,276
333
$5.46M 0.01%
142,275
334
$5.43M 0.01%
123,162
-5,469
335
$5.42M 0.01%
72,772
+1,962
336
$5.33M 0.01%
59,548
+841
337
$5.32M 0.01%
263,748
338
$5.26M 0.01%
109,112
+26,443
339
$5.18M 0.01%
89,599
+428
340
$5.09M 0.01%
124,663
+30,808
341
$5.02M 0.01%
136,074
+32,957
342
$5M 0.01%
214,609
+2,111
343
$4.99M 0.01%
102,196
+31,810
344
$4.97M 0.01%
32,078
+7,142
345
$4.93M 0.01%
121,321
+34,962
346
$4.88M 0.01%
393,433
+106,901
347
$4.87M 0.01%
462,455
-1,845
348
$4.68M 0.01%
73,927
+11,829
349
$4.67M 0.01%
86,378
-10,475
350
$4.62M 0.01%
42,340
+40