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
376
$3.21M ﹤0.01%
78,795
-385
377
$3.21M ﹤0.01%
60,363
-105
378
$3.2M ﹤0.01%
106,248
-475
379
$3.19M ﹤0.01%
30,379
-1,192
380
$3.16M ﹤0.01%
70,637
381
$3.09M ﹤0.01%
124,332
+28,559
382
$3.02M ﹤0.01%
104,289
+68,725
383
$2.99M ﹤0.01%
45,655
+1,598
384
$2.92M ﹤0.01%
94,006
+20,906
385
$2.92M ﹤0.01%
26,618
+12,413
386
$2.89M ﹤0.01%
82,822
+24,113
387
$2.87M ﹤0.01%
124,171
+41,326
388
$2.83M ﹤0.01%
212,800
389
$2.8M ﹤0.01%
64,385
-794
390
$2.8M ﹤0.01%
170,028
+51,687
391
$2.77M ﹤0.01%
114,741
+35,562
392
$2.75M ﹤0.01%
100,181
+28,641
393
$2.75M ﹤0.01%
147,227
+34,280
394
$2.74M ﹤0.01%
11,324
+6,684
395
$2.72M ﹤0.01%
67,760
+7,246
396
$2.7M ﹤0.01%
13,615
+2
397
$2.67M ﹤0.01%
70,703
+20,967
398
$2.67M ﹤0.01%
31,204
+192
399
$2.66M ﹤0.01%
101,485
+30,778
400
$2.65M ﹤0.01%
343,595
+85,341
14 15
16
17 18