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
426
$2.13M ﹤0.01%
138,018
+34,168
427
$2.1M ﹤0.01%
73,857
+7,347
428
$2.01M ﹤0.01%
143,002
429
$2M ﹤0.01%
37,944
+1,080
430
$1.98M ﹤0.01%
34,109
431
$1.96M ﹤0.01%
15,532
+482
432
$1.95M ﹤0.01%
39,644
-6,015
433
$1.88M ﹤0.01%
67,352
-1,547
434
$1.87M ﹤0.01%
277,382
+69,131
435
$1.86M ﹤0.01%
995
+349
436
$1.82M ﹤0.01%
256,206
+2,530
437
$1.8M ﹤0.01%
32,544
+5,411
438
$1.78M ﹤0.01%
16,058
-276,556
439
$1.77M ﹤0.01%
14,774
+812
440
$1.75M ﹤0.01%
38,443
+10,749
441
$1.73M ﹤0.01%
241,768
-17,827
442
$1.7M ﹤0.01%
38,880
-14,378
443
$1.7M ﹤0.01%
14,435
+818
444
$1.69M ﹤0.01%
21,829
-7,462
445
$1.64M ﹤0.01%
89,642
446
$1.63M ﹤0.01%
20,950
447
$1.63M ﹤0.01%
10,040
-26,366
448
$1.59M ﹤0.01%
75,619
+191
449
$1.58M ﹤0.01%
61,011
450
$1.55M ﹤0.01%
264,744
+69,877
16 17
18
19 20