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
351
$16.4M 0.01%
104,572
-1,197
352
$16.2M 0.01%
230,932
-17,949
353
$16.1M 0.01%
5,739,554
-145,378
354
$16M 0.01%
82,627
+15,604
355
$16M 0.01%
347,236
+54,664
356
$16M 0.01%
202,987
+36,317
357
$15.9M 0.01%
668,457
-40,820
358
$15.8M 0.01%
711,521
-105,898
359
$15.8M 0.01%
109,417
+1,473
360
$15.7M 0.01%
441,295
+387,435
361
$15.7M 0.01%
293,060
-53,459
362
$15.3M 0.01%
141,278
-4,734
363
$15.3M 0.01%
148,246
-3,245
364
$15.2M 0.01%
234,577
-42,247
365
$15.1M 0.01%
529,294
-76,877
366
$14.5M 0.01%
76,078
+417
367
$14.4M 0.01%
99,255
-7,934
368
$14.3M 0.01%
1,026,400
+573,150
369
$14.1M 0.01%
129,459
-2,173
370
$13.9M 0.01%
429,713
+159,380
371
$13.9M 0.01%
214,633
-2,517
372
$13.8M 0.01%
110,174
-3,314
373
$13.6M 0.01%
169,115
-3,537
374
$13.5M 0.01%
488,690
-19,414
375
$13.4M 0.01%
60,026
-4,075