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

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
426
$2.18M ﹤0.01%
5,992
+178
427
$2.18M ﹤0.01%
63,199
-13,839
428
$2.15M ﹤0.01%
35,355
+756
429
$2.14M ﹤0.01%
152,590
-557,402
430
$2.12M ﹤0.01%
39,013
-1,237
431
$2.1M ﹤0.01%
18,223
-1,176
432
$2.1M ﹤0.01%
9,575
-94
433
$2.08M ﹤0.01%
+3,347
434
$2.08M ﹤0.01%
17,313
-1,265,674
435
$2.04M ﹤0.01%
35,860
-64,410
436
$2.02M ﹤0.01%
49,548
-8,037
437
$2.02M ﹤0.01%
+85,743
438
$2.01M ﹤0.01%
41,638
+4,514
439
$1.95M ﹤0.01%
9,659
-14,930
440
$1.9M ﹤0.01%
58,394
441
$1.89M ﹤0.01%
42,397
+5,159
442
$1.87M ﹤0.01%
16,671
+129
443
$1.85M ﹤0.01%
79,465
-449,567
444
$1.84M ﹤0.01%
15,860
+648
445
$1.8M ﹤0.01%
65,220
+20,544
446
$1.79M ﹤0.01%
53,892
-12,967
447
$1.78M ﹤0.01%
30,258
+1,596
448
$1.76M ﹤0.01%
44,915
-15,458
449
$1.74M ﹤0.01%
53,505
-5,108
450
$1.7M ﹤0.01%
53,199
-10,912