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
476
$1M ﹤0.01%
30,413
-59,988
477
$997K ﹤0.01%
18,782
+6,464
478
$991K ﹤0.01%
270,723
-1,678,932
479
$971K ﹤0.01%
14,796
-654
480
$953K ﹤0.01%
18,198
+309
481
$953K ﹤0.01%
20,835
+15,265
482
$949K ﹤0.01%
29,796
-12,532
483
$947K ﹤0.01%
16,333
-7,722
484
$945K ﹤0.01%
11,759
-43,941
485
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11,305
-261
486
$928K ﹤0.01%
28,096
-3,569
487
$921K ﹤0.01%
170,782
+6,580
488
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88,468
-15,812
489
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29,610
-324,559
490
$886K ﹤0.01%
4,021
-288
491
$882K ﹤0.01%
61,669
+18
492
$881K ﹤0.01%
7,984
-61,546
493
$876K ﹤0.01%
26,117
-79
494
$875K ﹤0.01%
13,639
-1,148
495
$857K ﹤0.01%
84,989
496
$853K ﹤0.01%
48,561
-5,434
497
$844K ﹤0.01%
23,416
+141
498
$844K ﹤0.01%
8,817
-1,672
499
$831K ﹤0.01%
2,450
-935
500
$828K ﹤0.01%
+15,523