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
401
$2.63M ﹤0.01%
81,365
+23,542
402
$2.62M ﹤0.01%
46,637
403
$2.6M ﹤0.01%
122,887
+37,433
404
$2.59M ﹤0.01%
188,942
+54,863
405
$2.59M ﹤0.01%
152,841
+33,913
406
$2.58M ﹤0.01%
98,244
-319
407
$2.56M ﹤0.01%
45,018
+10,182
408
$2.55M ﹤0.01%
+39,288
409
$2.54M ﹤0.01%
240,742
410
$2.52M ﹤0.01%
45,297
+13,517
411
$2.52M ﹤0.01%
88,484
+25,423
412
$2.49M ﹤0.01%
226,335
+70,712
413
$2.48M ﹤0.01%
43,848
+9,794
414
$2.47M ﹤0.01%
69,315
+20,223
415
$2.43M ﹤0.01%
28,883
416
$2.4M ﹤0.01%
86,551
+19,364
417
$2.37M ﹤0.01%
22,313
+6
418
$2.36M ﹤0.01%
181,286
+54,235
419
$2.28M ﹤0.01%
38,573
+483
420
$2.25M ﹤0.01%
340,570
+87,563
421
$2.24M ﹤0.01%
104,306
-15,051
422
$2.22M ﹤0.01%
108,400
-300
423
$2.19M ﹤0.01%
114,402
+26,978
424
$2.14M ﹤0.01%
244,484
+62,084
425
$2.14M ﹤0.01%
33,525
+361
15 16
17
18 19