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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1 +$705M
2 +$691M
3 +$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$927M 0.9%
18,155,655
+493,628
27
$895M 0.87%
16,926,945
+370,371
28
$841M 0.82%
7,601,543
+529,934
29
$793M 0.77%
20,619,119
+523,994
30
$788M 0.77%
13,395,108
+485,129
31
$771M 0.75%
8,827,829
+292,961
32
$739M 0.72%
4,498,977
+164,530
33
$734M 0.72%
5,799,409
+190,262
34
$722M 0.7%
13,060,435
-148,620
35
$706M 0.69%
11,752,956
+11,745,568
36
$704M 0.69%
9,539,816
+204,744
37
$692M 0.68%
2,347,070
+2,341,377
38
$691M 0.67%
5,297,359
+5,240,706
39
$681M 0.66%
4,028,867
+282,434
40
$648M 0.63%
12,702,538
+270,566
41
$648M 0.63%
11,527,480
+387,237
42
$642M 0.63%
3,382,026
+1,261,233
43
$633M 0.62%
6,455,579
+562,821
44
$631M 0.62%
6,904,344
+3,340,466
45
$611M 0.6%
19,494,638
-204,839
46
$596M 0.58%
6,332,878
+293,173
47
$573M 0.56%
7,786,036
+4,524,099
48
$554M 0.54%
1,529,698
+585,222
49
$499M 0.49%
15,251,703
+355,054
50
$495M 0.48%
3,159,913
+1,041,087