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
376
$13.3M 0.01%
330,059
-13,967
377
$13.3M 0.01%
754,407
+134,227
378
$13.2M 0.01%
291,350
+9,784
379
$13.1M 0.01%
36,854
-7,926
380
$13M 0.01%
1,551,124
-42,417
381
$13M 0.01%
762,843
-12,373
382
$12.9M 0.01%
383,144
-2,612
383
$12.9M 0.01%
4,626,320
+169,038
384
$12.4M 0.01%
392,962
+14,144
385
$12.4M 0.01%
194,643
-27,817
386
$12.2M 0.01%
149,096
+12,719
387
$12.2M 0.01%
72,157
-4,584
388
$12.1M 0.01%
369,348
-6,961
389
$12M 0.01%
72,752
-1,235
390
$11.5M 0.01%
414,159
-14,874
391
$11.5M 0.01%
223,431
+126,122
392
$11.4M 0.01%
183,342
393
$11.3M 0.01%
36,498
-9,253
394
$11.3M 0.01%
152,359
-2,010
395
$11.1M 0.01%
143,673
+37,162
396
$11M 0.01%
302,253
+1,253
397
$11M 0.01%
91,947
-28,527
398
$10.9M 0.01%
26,680
+334
399
$10.8M 0.01%
202,640
-7,282
400
$10.7M 0.01%
113,100
+737