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
351
$5.79M 0.01%
1,137,059
+114,994
352
$5.68M 0.01%
29,130
-3,581
353
$5.42M 0.01%
3,407
-23
354
$5.24M 0.01%
38,241
-1
355
$4.78M ﹤0.01%
478,447
356
$4.69M ﹤0.01%
143,965
+61,124
357
$4.54M ﹤0.01%
191,034
-25,576
358
$4.49M ﹤0.01%
31,748
+1,880
359
$4.28M ﹤0.01%
41,146
-9
360
$4.28M ﹤0.01%
30,660
-5,532
361
$4.27M ﹤0.01%
51,151
-112
362
$4.25M ﹤0.01%
61,814
-45,241
363
$4.14M ﹤0.01%
112,569
+25,313
364
$4.02M ﹤0.01%
65,265
+2,006
365
$3.94M ﹤0.01%
22,617
-4,727
366
$3.89M ﹤0.01%
75,266
+36,289
367
$3.83M ﹤0.01%
22,171
-144
368
$3.79M ﹤0.01%
183,141
+38,019
369
$3.71M ﹤0.01%
23,987
+1,742
370
$3.67M ﹤0.01%
26,065
+1,015
371
$3.63M ﹤0.01%
237,684
-128
372
$3.62M ﹤0.01%
101,690
-17,302
373
$3.5M ﹤0.01%
176,008
+29,777
374
$3.5M ﹤0.01%
77,372
+11,537
375
$3.38M ﹤0.01%
45,211
+4,206