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
501
$766K ﹤0.01%
5,946
+733
502
$758K ﹤0.01%
30,087
-335
503
$757K ﹤0.01%
13,825
+9,557
504
$751K ﹤0.01%
6,307
-908
505
$742K ﹤0.01%
+11,387
506
$734K ﹤0.01%
16,900
+6,100
507
$734K ﹤0.01%
16,291
508
$698K ﹤0.01%
6,887
+294
509
$693K ﹤0.01%
1,411
+605
510
$676K ﹤0.01%
69,650
511
$670K ﹤0.01%
+10,215
512
$667K ﹤0.01%
+6,450
513
$665K ﹤0.01%
6,193
+1,659
514
$649K ﹤0.01%
14,169
+597
515
$645K ﹤0.01%
+2,648
516
$641K ﹤0.01%
+5,539
517
$633K ﹤0.01%
56,585
+11,291
518
$618K ﹤0.01%
33,990
+1,839
519
$606K ﹤0.01%
38,364
520
$578K ﹤0.01%
8,887
+71
521
$561K ﹤0.01%
10,671
+245
522
$559K ﹤0.01%
+9,500
523
$559K ﹤0.01%
7,134
-21
524
$550K ﹤0.01%
8,150
+2,668
525
$547K ﹤0.01%
17,241
-390