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
26
$1.84B 0.97%
2,790,935
+81,853
27
$1.83B 0.97%
9,778,289
-655,577
28
$1.66B 0.88%
15,042,104
-229,425
29
$1.64B 0.87%
2,015,337
+47,128
30
$1.62B 0.86%
3,791,358
+83,192
31
$1.55B 0.82%
10,552,081
+554,451
32
$1.51B 0.8%
4,488,048
+82,652
33
$1.51B 0.8%
2,871,971
+94,760
34
$1.5B 0.8%
28,618,680
+1,273,596
35
$1.5B 0.79%
22,823,227
+429,528
36
$1.48B 0.78%
13,551,242
+212,852
37
$1.46B 0.77%
14,129,598
-618,485
38
$1.44B 0.76%
5,856,266
+113,946
39
$1.42B 0.75%
21,144,503
+379,198
40
$1.37B 0.72%
2,571,666
+589
41
$1.36B 0.72%
19,864,440
+551,575
42
$1.34B 0.71%
376,656
+15,303
43
$1.32B 0.7%
13,180,807
+11,199,696
44
$1.28B 0.68%
8,597,655
+593,585
45
$1.28B 0.68%
18,623,505
+292,155
46
$1.28B 0.68%
43,955,685
+2,803,704
47
$1.27B 0.67%
24,755,277
+1,836,283
48
$1.27B 0.67%
37,654,279
+5,488,790
49
$1.25B 0.66%
9,543,396
-43,780
50
$1.21B 0.64%
4,040,310
+101,319