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
376
$3.38M ﹤0.01%
92,457
+522
377
$3.35M ﹤0.01%
25,020
-3,381
378
$3.34M ﹤0.01%
47,056
+1,768
379
$3.31M ﹤0.01%
280,000
380
$3.31M ﹤0.01%
16,667
+15,066
381
$3.28M ﹤0.01%
159,026
-35,960
382
$3.26M ﹤0.01%
8,400
+1,084
383
$3.23M ﹤0.01%
201,773
-27,978
384
$3.22M ﹤0.01%
123,635
+16,150
385
$3.21M ﹤0.01%
67,111
-147
386
$3.21M ﹤0.01%
5,141
-2
387
$3.2M ﹤0.01%
61,281
+30,868
388
$3.15M ﹤0.01%
76,007
-7,759
389
$3.12M ﹤0.01%
60,110
+49,374
390
$3.1M ﹤0.01%
+121,680
391
$3.08M ﹤0.01%
31,421
+2,937
392
$3.02M ﹤0.01%
28,149
+534
393
$3.01M ﹤0.01%
185,727
-15,695
394
$3.01M ﹤0.01%
82,388
+10,466
395
$2.99M ﹤0.01%
133,213
+67,104
396
$2.98M ﹤0.01%
24,490
+12,731
397
$2.98M ﹤0.01%
124,541
+10,275
398
$2.97M ﹤0.01%
45,713
+39,828
399
$2.92M ﹤0.01%
23,670
+1,138
400
$2.91M ﹤0.01%
150,842
-8,095