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
326
$7.05M 0.01%
75,559
+29,739
327
$6.89M 0.01%
+35,895
328
$6.83M 0.01%
77,133
+50,161
329
$6.82M 0.01%
101,631
+8,801
330
$6.82M 0.01%
107,658
-4,004
331
$6.8M 0.01%
92,232
332
$6.77M 0.01%
23,323
-428
333
$6.76M 0.01%
161,680
-13,505
334
$6.74M 0.01%
132,748
-18,957
335
$6.74M 0.01%
218,277
+42
336
$6.59M 0.01%
111,484
+35,177
337
$6.58M 0.01%
67,026
+1,453
338
$6.45M 0.01%
184,056
-6,310
339
$6.24M 0.01%
225,768
+30,256
340
$6.17M 0.01%
76,339
-9,604,209
341
$6.1M 0.01%
184,443
+18,297
342
$6.06M 0.01%
159,328
+684
343
$5.97M 0.01%
40,045
+2,542
344
$5.92M 0.01%
+17,921
345
$5.9M 0.01%
53,058
+1,611
346
$5.89M 0.01%
82,073
+8,818
347
$5.87M 0.01%
34,597
-1,744
348
$5.84M 0.01%
199,150
-41,027
349
$5.83M 0.01%
121,148
-1,801
350
$5.82M 0.01%
36,283
-4,576