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
326
$4.88M 0.01%
38,242
+14,112
327
$4.84M 0.01%
218,235
+3,480
328
$4.83M 0.01%
240,177
-20,923
329
$4.81M 0.01%
51,447
+4,591
330
$4.8M 0.01%
2,262,363
-1,233
331
$4.71M 0.01%
478,447
-29,002
332
$4.63M 0.01%
1,278,976
-12,627
333
$4.61M 0.01%
3,430
+2,474
334
$4.6M 0.01%
216,610
-25,714
335
$4.59M 0.01%
175,185
+2,400
336
$4.5M 0.01%
73,255
-3,876
337
$4.38M 0.01%
1,752,416
-380,641
338
$4.24M 0.01%
67,258
-7,958
339
$4.22M 0.01%
100,270
+43,980
340
$4.21M 0.01%
32,711
-779
341
$4.13M 0.01%
36,192
-5,148
342
$4.12M 0.01%
+662,632
343
$4M 0.01%
40,859
+6,633
344
$3.88M ﹤0.01%
+103,308
345
$3.86M ﹤0.01%
76,307
-2,619
346
$3.86M ﹤0.01%
37,503
+335
347
$3.85M ﹤0.01%
24,589
+23,001
348
$3.83M ﹤0.01%
27,344
-2,685
349
$3.82M ﹤0.01%
29,868
+1,923
350
$3.71M ﹤0.01%
108,219
-18,900
12 13
14
15 16