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
451
$1.25M ﹤0.01%
86,917
-93
452
$1.25M ﹤0.01%
64,362
-2,257
453
$1.24M ﹤0.01%
9,128
-326
454
$1.22M ﹤0.01%
75,567
-8,415
455
$1.2M ﹤0.01%
49,137
-4,679
456
$1.19M ﹤0.01%
30,774
-2,632
457
$1.19M ﹤0.01%
62,297
-3,112
458
$1.18M ﹤0.01%
44,676
-4,944
459
$1.18M ﹤0.01%
40,796
-4,113
460
$1.16M ﹤0.01%
38,587
+47
461
$1.16M ﹤0.01%
16,911
-310,167
462
$1.13M ﹤0.01%
15,487
-45,391
463
$1.12M ﹤0.01%
38,000
+2,345
464
$1.12M ﹤0.01%
79,320
-90
465
$1.11M ﹤0.01%
24,327
-99
466
$1.11M ﹤0.01%
36,391
-5,579
467
$1.1M ﹤0.01%
120,059
+2,674
468
$1.09M ﹤0.01%
4
469
$1.07M ﹤0.01%
7,133
+1,180
470
$1.06M ﹤0.01%
8,758
-7
471
$1.06M ﹤0.01%
22,460
+155
472
$1.03M ﹤0.01%
19,000
+8,134
473
$1.02M ﹤0.01%
64,495
-6,949
474
$1.02M ﹤0.01%
3,651
-1,014
475
$1.01M ﹤0.01%
17,240
+10,686
17 18
19
20 21