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
451
$6.82M ﹤0.01%
79,973
-188
452
$6.77M ﹤0.01%
39,269
+3,264
453
$6.75M ﹤0.01%
490,998
-18,275
454
$6.74M ﹤0.01%
289,806
+70,344
455
$6.71M ﹤0.01%
34,965
-4,332
456
$6.64M ﹤0.01%
22,993
-585
457
$6.57M ﹤0.01%
22,955
-5,507
458
$6.55M ﹤0.01%
124,432
-35,938
459
$6.55M ﹤0.01%
225,000
460
$6.42M ﹤0.01%
12,462
-3,782
461
$6.37M ﹤0.01%
102,123
-4,346
462
$6.31M ﹤0.01%
26,527
-405
463
$6.17M ﹤0.01%
83,636
-16,938
464
$6.11M ﹤0.01%
133,052
465
$6.07M ﹤0.01%
49,931
+1,870
466
$6.03M ﹤0.01%
146,694
-4,072
467
$5.94M ﹤0.01%
223,568
+7,568
468
$5.93M ﹤0.01%
84,587
-3,617
469
$5.82M ﹤0.01%
94,493
-162,111
470
$5.8M ﹤0.01%
56,250
-16,324
471
$5.77M ﹤0.01%
580,270
-29,721
472
$5.77M ﹤0.01%
70,294
+918
473
$5.76M ﹤0.01%
127,086
-30,764
474
$5.72M ﹤0.01%
43,793
+557
475
$5.71M ﹤0.01%
167,345
+1,249