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

Top Sells

1
+$1.79B
2
+$1.41B
3
+$1.32B
4
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$1.31B
5
FIYY
Barclays ETN+ FI Enhanced Global High Yield ETN Series B
FIYY
+$777M

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
401
$2.9M ﹤0.01%
248,940
-39,130
402
$2.77M ﹤0.01%
40,310
-6,890
403
$2.76M ﹤0.01%
796,353
+800
404
$2.74M ﹤0.01%
67,761
-4,676
405
$2.74M ﹤0.01%
108,134
+6,155
406
$2.64M ﹤0.01%
+193,000
407
$2.6M ﹤0.01%
+84,050
408
$2.57M ﹤0.01%
30,110
+690
409
$2.55M ﹤0.01%
31,884
-8,890
410
$2.55M ﹤0.01%
22,748
-7,074
411
$2.55M ﹤0.01%
+110,000
412
$2.49M ﹤0.01%
+17,975
413
$2.46M ﹤0.01%
212,714
-1,174,537
414
$2.44M ﹤0.01%
68,186
-13,012
415
$2.38M ﹤0.01%
155,217
+150
416
$2.33M ﹤0.01%
43,409
-5,751
417
$2.31M ﹤0.01%
+135,000
418
$2.26M ﹤0.01%
27,547
-1,166
419
$2.25M ﹤0.01%
58,542
+655
420
$2.24M ﹤0.01%
21,463
+1,275
421
$2.24M ﹤0.01%
73,624
+2,412
422
$2.24M ﹤0.01%
36,147
-25,020
423
$2.22M ﹤0.01%
15,643
-90
424
$2.21M ﹤0.01%
40,093
-1,783
425
$2.21M ﹤0.01%
96,716
-40,931
15 16
17
18 19