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
351
$3.68M ﹤0.01%
45,820
+9,518
352
$3.64M ﹤0.01%
51,263
+9,654
353
$3.62M ﹤0.01%
237,812
+7,467
354
$3.57M ﹤0.01%
166,146
-5,349
355
$3.52M ﹤0.01%
3,009,809
-403,606
356
$3.46M ﹤0.01%
28,401
-4,866
357
$3.44M ﹤0.01%
83,766
-7,669
358
$3.42M ﹤0.01%
118,992
+3,577
359
$3.34M ﹤0.01%
63,259
-2,678
360
$3.31M ﹤0.01%
280,000
-140,000
361
$3.31M ﹤0.01%
22,315
-5,750
362
$3.18M ﹤0.01%
229,751
-16,865
363
$3.13M ﹤0.01%
91,935
-3,990
364
$3.12M ﹤0.01%
45,288
-556
365
$3.1M ﹤0.01%
288,070
-28,934
366
$3.03M ﹤0.01%
137,647
-4,373
367
$3.01M ﹤0.01%
41,155
-4,839
368
$3.01M ﹤0.01%
40,774
-6,358
369
$3.01M ﹤0.01%
87,256
-9,848
370
$2.92M ﹤0.01%
101,681
-13,577
371
$2.91M ﹤0.01%
25,050
+1,711
372
$2.78M ﹤0.01%
27,615
-1,725
373
$2.77M ﹤0.01%
61,167
-42,090
374
$2.73M ﹤0.01%
114,266
+13,333
375
$2.69M ﹤0.01%
22,245
+10,279
13 14
15
16 17