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
501
$824K ﹤0.01%
23,308
+1,352
502
$822K ﹤0.01%
47,704
-8,349
503
$817K ﹤0.01%
7,895
+2,856
504
$816K ﹤0.01%
63,950
-10,979
505
$804K ﹤0.01%
8,349
-5,320
506
$774K ﹤0.01%
+19,808
507
$772K ﹤0.01%
7,113
-509
508
$771K ﹤0.01%
65,699
-9,637
509
$769K ﹤0.01%
10,687
-210
510
$757K ﹤0.01%
27,546
-520
511
$755K ﹤0.01%
46,799
-46,297
512
$754K ﹤0.01%
6,398
-103
513
$753K ﹤0.01%
14,093
-1,015
514
$751K ﹤0.01%
13,341
-934
515
$750K ﹤0.01%
2,879
+868
516
$734K ﹤0.01%
12,124
+129
517
$732K ﹤0.01%
9,704
-387
518
$729K ﹤0.01%
17,302
-2,116
519
$725K ﹤0.01%
10,080
+7,802
520
$723K ﹤0.01%
10,891
-145,794
521
$716K ﹤0.01%
42,218
-1,887
522
$700K ﹤0.01%
19,527
-2,347
523
$685K ﹤0.01%
2,978
+166
524
$678K ﹤0.01%
46,490
-13,700
525
$663K ﹤0.01%
24,833
+2,191
19 20
21
22 23