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
426
$1.62M ﹤0.01%
223,056
-22,313
427
$1.61M ﹤0.01%
58,613
-8,796
428
$1.59M ﹤0.01%
82,841
-1,177
429
$1.56M ﹤0.01%
58,394
+12,056
430
$1.55M ﹤0.01%
23,308
+2,969
431
$1.52M ﹤0.01%
52,486
-74,984
432
$1.49M ﹤0.01%
15,212
-340
433
$1.48M ﹤0.01%
55,248
-5,161
434
$1.45M ﹤0.01%
30,328
-60,419
435
$1.45M ﹤0.01%
19,204
-2,485
436
$1.44M ﹤0.01%
72,015
-9,109
437
$1.44M ﹤0.01%
26,972
-7,306
438
$1.43M ﹤0.01%
10,785
-1,886
439
$1.42M ﹤0.01%
5,693
-2,403
440
$1.39M ﹤0.01%
+75,000
441
$1.34M ﹤0.01%
66,109
-39,230
442
$1.33M ﹤0.01%
5,722
-372
443
$1.33M ﹤0.01%
22,972
+2,584
444
$1.3M ﹤0.01%
28,662
-1,403
445
$1.29M ﹤0.01%
19,753
-22
446
$1.28M ﹤0.01%
22,057
+155
447
$1.28M ﹤0.01%
116,406
-13,690
448
$1.27M ﹤0.01%
77,038
-9,228
449
$1.27M ﹤0.01%
14,355
-947
450
$1.27M ﹤0.01%
16,969
-502
16 17
18
19 20