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
401
$10.7M 0.01%
365,798
+24,662
402
$10.6M 0.01%
532,415
+2,415
403
$10.5M 0.01%
312,351
404
$10.5M 0.01%
147,421
-16,289
405
$10.4M 0.01%
340,627
406
$10.3M 0.01%
483,000
407
$10.2M 0.01%
276,902
+1,667
408
$10.1M 0.01%
28,608
-659
409
$10.1M 0.01%
61,850
-1,088
410
$10M 0.01%
203,988
-12,412
411
$9.9M 0.01%
194,649
-13,125
412
$9.83M 0.01%
158,504
-3,280
413
$9.8M 0.01%
821,905
-81,240
414
$9.74M 0.01%
291,770
-1,390
415
$9.72M 0.01%
516,339
+5,339
416
$9.7M 0.01%
45,045
-3,511
417
$9.62M 0.01%
20,170
-264
418
$9.59M 0.01%
267,314
-11,287
419
$9.53M 0.01%
62,920
-5,204
420
$9.42M 0.01%
935,842
-92,331
421
$9.36M ﹤0.01%
431,925
+32,306
422
$9.28M ﹤0.01%
110,666
+74,155
423
$9.23M ﹤0.01%
361,063
+63
424
$9.2M ﹤0.01%
262,900
-5,689
425
$9.19M ﹤0.01%
126,437
+1,813