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
401
$1.96M ﹤0.01%
30,421
-2,952
402
$1.95M ﹤0.01%
201,422
-11,545
403
$1.9M ﹤0.01%
34,599
+2,645
404
$1.88M ﹤0.01%
47,200
-5,365
405
$1.86M ﹤0.01%
38,977
-106,262
406
$1.85M ﹤0.01%
155,067
407
$1.85M ﹤0.01%
795,553
-185,535
408
$1.82M ﹤0.01%
66,859
-6,842
409
$1.77M ﹤0.01%
145,122
-43,509
410
$1.77M ﹤0.01%
10,712
-2,747
411
$1.75M ﹤0.01%
73,717
-4,855
412
$1.75M ﹤0.01%
418,413
+17,060
413
$1.75M ﹤0.01%
+158,937
414
$1.73M ﹤0.01%
37,124
-4,856
415
$1.71M ﹤0.01%
101,979
+7,104
416
$1.7M ﹤0.01%
5,814
-125
417
$1.7M ﹤0.01%
15,733
+1,077
418
$1.68M ﹤0.01%
64,111
419
$1.68M ﹤0.01%
9,669
-11,760
420
$1.65M ﹤0.01%
37,238
-44,802
421
$1.65M ﹤0.01%
16,542
+3,856
422
$1.64M ﹤0.01%
44,293
+22,339
423
$1.63M ﹤0.01%
36,234
-107,139
424
$1.62M ﹤0.01%
20,188
+668
425
$1.62M ﹤0.01%
57,887
-13,842
15 16
17
18 19