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
426
$8.96M ﹤0.01%
85,378
+1,934
427
$8.93M ﹤0.01%
70,322
-5,801
428
$8.87M ﹤0.01%
245,301
-57,992
429
$8.84M ﹤0.01%
61,318
-7,907
430
$8.83M ﹤0.01%
29,781
-2,089
431
$8.71M ﹤0.01%
231,590
-3,273
432
$8.69M ﹤0.01%
544,075
-2,564
433
$8.69M ﹤0.01%
132,096
-2,221
434
$8.5M ﹤0.01%
162,448
-677
435
$8.45M ﹤0.01%
107,061
-9,780
436
$8.37M ﹤0.01%
272,165
+165
437
$8.17M ﹤0.01%
98,720
+4,534
438
$8.07M ﹤0.01%
1,232,168
-113,151
439
$8.03M ﹤0.01%
204,621
-59,734
440
$7.96M ﹤0.01%
204,080
-15,200
441
$7.94M ﹤0.01%
60,227
-1,600
442
$7.64M ﹤0.01%
195,076
-28,260
443
$7.37M ﹤0.01%
117,001
+1
444
$7.27M ﹤0.01%
360,828
-12,537
445
$7.25M ﹤0.01%
111,233
+978
446
$7.21M ﹤0.01%
130,529
-14,750
447
$7.18M ﹤0.01%
60,833
+3,494
448
$7.16M ﹤0.01%
19,733
-268
449
$7.13M ﹤0.01%
44,461
-13,306
450
$7.11M ﹤0.01%
522,278
-23,828