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
351
$4.57M 0.01%
64,848
-5,841
352
$4.55M 0.01%
27,448
+150
353
$4.37M 0.01%
62,214
-155
354
$4.33M 0.01%
64,894
+11,554
355
$4.27M 0.01%
64,862
-4,116,824
356
$4.18M 0.01%
56,613
+15,858
357
$4.06M 0.01%
+86,482
358
$4.01M 0.01%
184,589
+40,172
359
$3.99M 0.01%
80,904
+10,751
360
$3.95M 0.01%
64,123
+13,762
361
$3.9M 0.01%
73,355
+8,351
362
$3.84M 0.01%
80,498
+19,047
363
$3.83M 0.01%
242,203
364
$3.8M 0.01%
169,292
+38,106
365
$3.79M 0.01%
71,588
+19,576
366
$3.78M 0.01%
134,914
+37,732
367
$3.77M 0.01%
94,574
+27,686
368
$3.66M 0.01%
116,381
+29,971
369
$3.61M 0.01%
248,147
+59,521
370
$3.5M 0.01%
215,366
+52,272
371
$3.49M 0.01%
195,547
+44,492
372
$3.41M 0.01%
119,535
+29,492
373
$3.39M 0.01%
23,042
+1,939
374
$3.33M 0.01%
40,806
+9,580
375
$3.27M ﹤0.01%
87,997
+20,367