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
476
$1.06M ﹤0.01%
6,906
+1,073
477
$1.04M ﹤0.01%
74,839
+30,476
478
$1.04M ﹤0.01%
9,190
+7,318
479
$1.04M ﹤0.01%
+23,479
480
$1.03M ﹤0.01%
46,200
+396
481
$1.02M ﹤0.01%
10,166
-4,326
482
$989K ﹤0.01%
7,783
483
$955K ﹤0.01%
+28,715
484
$937K ﹤0.01%
3,734
+1,372
485
$910K ﹤0.01%
80,212
+1,470
486
$898K ﹤0.01%
48,491
+18,424
487
$894K ﹤0.01%
17,753
+372
488
$893K ﹤0.01%
18,875
+300
489
$892K ﹤0.01%
15,917
490
$879K ﹤0.01%
43,767
+12,117
491
$871K ﹤0.01%
11,045
+3,365
492
$870K ﹤0.01%
16,963
493
$855K ﹤0.01%
+14,761
494
$843K ﹤0.01%
19,764
+10,764
495
$842K ﹤0.01%
163,867
+38,140
496
$836K ﹤0.01%
8,620
+45
497
$808K ﹤0.01%
283,669
+68,344
498
$801K ﹤0.01%
7,062
-86
499
$788K ﹤0.01%
+20,066
500
$787K ﹤0.01%
8,542
+4,042