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
26
$824M 1.02%
20,969,492
-9,397,997
27
$781M 0.97%
7,071,609
+258,478
28
$772M 0.96%
17,662,027
+114,682
29
$748M 0.93%
20,095,125
+291,537
30
$739M 0.92%
16,556,574
+185,866
31
$704M 0.87%
8,534,868
+113,098
32
$685M 0.85%
9,335,072
+18,316
33
$671M 0.83%
7,003,347
+2,775,699
34
$651M 0.81%
5,609,147
+62,036
35
$643M 0.8%
3,852,395
+3,542,165
36
$638M 0.79%
13,209,055
-2,754,898
37
$628M 0.78%
9,680,548
-226,485
38
$601M 0.75%
4,334,447
-77,563
39
$596M 0.74%
19,699,477
-161,703
40
$589M 0.73%
12,431,972
+101,603
41
$549M 0.68%
12,909,979
+61,159
42
$544M 0.67%
6,039,705
+80,640
43
$528M 0.66%
3,746,433
+1,897,913
44
$520M 0.64%
14,896,649
+371,868
45
$508M 0.63%
11,140,243
+123,742
46
$488M 0.6%
5,892,758
+5,862,137
47
$454M 0.56%
7,645,397
+69,890
48
$435M 0.54%
4,504,570
+4,423,621
49
$369M 0.46%
5,096,800
-83,143
50
$350M 0.43%
2,120,793
+1,920,003
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