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
26
$637M 0.96%
4,934,267
+41,547
27
$636M 0.96%
6,957,114
-6,932,074
28
$630M 0.95%
5,707,561
+57,541
29
$628M 0.95%
14,810,876
+401,293
30
$626M 0.94%
36,009,342
+33,140,211
31
$604M 0.91%
12,054,600
+330,001
32
$573M 0.86%
4,430,336
-227,617
33
$545M 0.82%
10,122,535
+302,795
34
$543M 0.82%
7,260,623
+428,836
35
$540M 0.82%
10,027,508
+451,615
36
$527M 0.79%
13,527,746
-11,836,945
37
$522M 0.79%
81,450,852
+81,045,958
38
$509M 0.77%
3,262,757
+17,195
39
$503M 0.76%
16,076,117
+382,211
40
$501M 0.76%
23,381,994
+2,663,984
41
$492M 0.74%
2,904,998
-2,812,966
42
$469M 0.71%
4,412,242
-4,434,430
43
$455M 0.69%
7,441,123
+248,740
44
$448M 0.68%
5,829,393
-7,733,353
45
$443M 0.67%
17,561,025
+1,634,076
46
$443M 0.67%
4,145,473
+290,043
47
$436M 0.66%
3,699,718
-56,185
48
$412M 0.62%
116,593,046
+13,255,507
49
$400M 0.6%
10,190,230
+571,705
50
$396M 0.6%
3,799,120
+147,750
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