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
501
$4.5M ﹤0.01%
8,254
+251
502
$4.49M ﹤0.01%
148,803
-4,389
503
$4.48M ﹤0.01%
+143,054
504
$4.44M ﹤0.01%
94,606
+21,733
505
$4.39M ﹤0.01%
126,673
+3,956
506
$4.37M ﹤0.01%
84,077
+71,506
507
$4.31M ﹤0.01%
70,948
-9,706,560
508
$4.22M ﹤0.01%
46,117
-18,408
509
$4.21M ﹤0.01%
24,057
+955
510
$4.12M ﹤0.01%
93,943
-1,586
511
$4.1M ﹤0.01%
44,065
+22,442
512
$4.07M ﹤0.01%
37,203
-2,195
513
$4.06M ﹤0.01%
28,848
+143
514
$3.93M ﹤0.01%
22,851
+3,479
515
$3.92M ﹤0.01%
28,614
-8,515
516
$3.91M ﹤0.01%
124,053
-29,720
517
$3.87M ﹤0.01%
92,714
-18,820
518
$3.86M ﹤0.01%
130,964
+13,582
519
$3.82M ﹤0.01%
7,993
+801
520
$3.78M ﹤0.01%
67,365
-5,396
521
$3.74M ﹤0.01%
30,268
+366
522
$3.71M ﹤0.01%
14,954
-631
523
$3.68M ﹤0.01%
38,961
-10,481
524
$3.68M ﹤0.01%
85,144
+7,479
525
$3.67M ﹤0.01%
143,362
+13,116