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
451
$1.53M ﹤0.01%
6
+1
452
$1.5M ﹤0.01%
+44,832
453
$1.49M ﹤0.01%
100,100
+28,100
454
$1.49M ﹤0.01%
80,059
+17,911
455
$1.49M ﹤0.01%
27,282
+2,760
456
$1.43M ﹤0.01%
7,699
+1,285
457
$1.42M ﹤0.01%
67,169
+22,390
458
$1.4M ﹤0.01%
57,652
459
$1.37M ﹤0.01%
191,108
+65,394
460
$1.34M ﹤0.01%
65,997
-126
461
$1.3M ﹤0.01%
22,905
+34
462
$1.29M ﹤0.01%
5,314
+215
463
$1.29M ﹤0.01%
14,407
-189,454
464
$1.27M ﹤0.01%
+22,470
465
$1.24M ﹤0.01%
19,675
+4,474
466
$1.24M ﹤0.01%
41,037
+6,754
467
$1.23M ﹤0.01%
164,844
+642
468
$1.18M ﹤0.01%
21,822
+8,319
469
$1.18M ﹤0.01%
157,135
+1,260
470
$1.14M ﹤0.01%
12,460
+9,846
471
$1.12M ﹤0.01%
134,180
+56,166
472
$1.12M ﹤0.01%
9,386
-52
473
$1.1M ﹤0.01%
21,568
-92,994
474
$1.1M ﹤0.01%
162,122
+64,490
475
$1.08M ﹤0.01%
3,885
-232
17 18
19
20 21