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
$189B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$358M
3 +$293M
4
KO icon
Coca-Cola
KO
+$290M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$220M

Top Sells

1 +$828M
2 +$679M
3 +$590M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$253M
5
PEP icon
PepsiCo
PEP
+$230M

Sector Composition

1 Technology 30%
2 Financials 12.45%
3 Consumer Discretionary 10.07%
4 Healthcare 9.87%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$20.2M 0.01%
165,720
-7,913
327
$19.4M 0.01%
1,390,428
-271,594
328
$19.4M 0.01%
833,367
+18,215
329
$19.2M 0.01%
539,676
+508,151
330
$19.1M 0.01%
312,703
-54,715
331
$19.1M 0.01%
176,095
-264
332
$18.8M 0.01%
126,931
-29,607
333
$18.8M 0.01%
216,155
+4,385
334
$18.5M 0.01%
1,801,419
-443,064
335
$18.1M 0.01%
80,391
+163
336
$18M 0.01%
1,918,644
-56,783
337
$18M 0.01%
1,693,158
-482,474
338
$17.9M 0.01%
102,470
-15,172
339
$17.9M 0.01%
141,961
-8,435
340
$17.8M 0.01%
263,267
-90,285
341
$17.7M 0.01%
478,054
-9,444
342
$17.7M 0.01%
1,647,346
-517,021
343
$17.4M 0.01%
77,832
-5,325
344
$17.3M 0.01%
507,379
+15,904
345
$17.3M 0.01%
397,792
-72,615
346
$17.3M 0.01%
2,884,569
-300,630
347
$16.9M 0.01%
70,019
-864
348
$16.8M 0.01%
221,205
-16,007
349
$16.7M 0.01%
60,532
-10,418
350
$16.5M 0.01%
63,778
-50,021