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
476
$5.65M ﹤0.01%
268,539
+4,490
477
$5.6M ﹤0.01%
157,180
-8,305
478
$5.59M ﹤0.01%
124,319
+5,965
479
$5.5M ﹤0.01%
119,394
+6,466
480
$5.48M ﹤0.01%
86,685
+45
481
$5.48M ﹤0.01%
318,032
-93,183
482
$5.45M ﹤0.01%
119,200
+1,950
483
$5.39M ﹤0.01%
73,274
-4,429
484
$5.36M ﹤0.01%
67,860
-1,372
485
$5.25M ﹤0.01%
33,909
-3,065
486
$5.25M ﹤0.01%
21,119
+5,874
487
$5.24M ﹤0.01%
208,872
-9,301
488
$5.17M ﹤0.01%
61,493
+2,301
489
$5.16M ﹤0.01%
160,654
+4,828
490
$5.13M ﹤0.01%
119,080
-34,875
491
$5.13M ﹤0.01%
151,062
-21,279
492
$5.02M ﹤0.01%
28,068
+2,974
493
$5.02M ﹤0.01%
87,186
-44,379
494
$4.94M ﹤0.01%
5,622
+472
495
$4.93M ﹤0.01%
37,239
+834
496
$4.89M ﹤0.01%
49,032
+32
497
$4.84M ﹤0.01%
51,152
-1,396
498
$4.65M ﹤0.01%
23,700
+89
499
$4.6M ﹤0.01%
19,372
+6,075
500
$4.57M ﹤0.01%
7,820
-2,032