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

Top Sells

1
+$1.79B
2
+$1.41B
3
+$1.32B
4
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$1.31B
5
FIYY
Barclays ETN+ FI Enhanced Global High Yield ETN Series B
FIYY
+$777M

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
476
$1.34M ﹤0.01%
6,986
-147
477
$1.33M ﹤0.01%
4,559
-1,163
478
$1.32M ﹤0.01%
58,797
+16,579
479
$1.31M ﹤0.01%
20,170
+417
480
$1.31M ﹤0.01%
164,202
-6,580
481
$1.3M ﹤0.01%
231,703
-1,507,575
482
$1.26M ﹤0.01%
79,535
+215
483
$1.26M ﹤0.01%
29,415
-14,878
484
$1.25M ﹤0.01%
12,450
-1,905
485
$1.25M ﹤0.01%
44,141
-11,107
486
$1.23M ﹤0.01%
102,712
-13,694
487
$1.22M ﹤0.01%
3,929
+1,367
488
$1.21M ﹤0.01%
15,856
-1,384
489
$1.2M ﹤0.01%
39,151
-9,986
490
$1.2M ﹤0.01%
63,751
-8,264
491
$1.18M ﹤0.01%
22,552
-3,565
492
$1.16M ﹤0.01%
30,693
-21,793
493
$1.16M ﹤0.01%
23,412
-4
494
$1.11M ﹤0.01%
8,754
-4
495
$1.11M ﹤0.01%
17,025
-1,757
496
$1.08M ﹤0.01%
24,334
+7
497
$1.08M ﹤0.01%
+62,511
498
$1.07M ﹤0.01%
29,796
499
$1.07M ﹤0.01%
74,610
+10,660
500
$1.06M ﹤0.01%
13,686
+47
18 19
20
21 22