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
501
$1.05M ﹤0.01%
7,334
+221
502
$1.02M ﹤0.01%
11,433
+128
503
$1.01M ﹤0.01%
116,060
-3,999
504
$1.01M ﹤0.01%
72,727
-12,262
505
$990K ﹤0.01%
3,014
+135
506
$968K ﹤0.01%
24,837
+1,529
507
$965K ﹤0.01%
4,213
+192
508
$950K ﹤0.01%
17,373
-825
509
$918K ﹤0.01%
24,150
-3,946
510
$918K ﹤0.01%
+11,021
511
$914K ﹤0.01%
88,521
+53
512
$913K ﹤0.01%
8,677
-140
513
$913K ﹤0.01%
11,503
-4,020
514
$908K ﹤0.01%
12,962
-2,525
515
$886K ﹤0.01%
2,428
-22
516
$884K ﹤0.01%
+6,791
517
$881K ﹤0.01%
15,449
-179
518
$880K ﹤0.01%
54,890
-9,605
519
$872K ﹤0.01%
+71,220
520
$866K ﹤0.01%
81,087
+254
521
$863K ﹤0.01%
16,821
-19,413
522
$863K ﹤0.01%
19,698
-7,848
523
$863K ﹤0.01%
16,551
-3,257
524
$853K ﹤0.01%
30,771
-5,620
525
$845K ﹤0.01%
57,463
-8,236
19 20
21
22 23