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
376
$2.68M ﹤0.01%
107,485
+3,229
377
$2.68M ﹤0.01%
29,822
+16,687
378
$2.58M ﹤0.01%
41,005
+3,900
379
$2.56M ﹤0.01%
72,437
-37,251
380
$2.56M ﹤0.01%
29,420
-927
381
$2.51M ﹤0.01%
5,143
-145
382
$2.45M ﹤0.01%
65,835
+13,664
383
$2.39M ﹤0.01%
40,250
-25,589
384
$2.38M ﹤0.01%
81,198
-4,766
385
$2.33M ﹤0.01%
60,373
+11,370
386
$2.33M ﹤0.01%
71,212
+9,653
387
$2.29M ﹤0.01%
16,093
+3,834
388
$2.28M ﹤0.01%
7,316
+1,308
389
$2.28M ﹤0.01%
146,231
-69,490
390
$2.26M ﹤0.01%
194,986
+41,161
391
$2.25M ﹤0.01%
41,876
-3,281
392
$2.2M ﹤0.01%
22,532
-877
393
$2.19M ﹤0.01%
49,160
-6,861
394
$2.17M ﹤0.01%
28,484
-271,252
395
$2.15M ﹤0.01%
28,713
-1,150
396
$2.13M ﹤0.01%
8,260
-852
397
$2.1M ﹤0.01%
57,585
-4,061
398
$2.1M ﹤0.01%
71,922
+1,523
399
$2.06M ﹤0.01%
19,399
-1,295
400
$2.06M ﹤0.01%
98,778
+25,251
14 15
16
17 18