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
526
$544K ﹤0.01%
4,471
-122
527
$529K ﹤0.01%
6,889
528
$527K ﹤0.01%
8,954
529
$482K ﹤0.01%
20,010
-3,795
530
$466K ﹤0.01%
3,611
+977
531
$458K ﹤0.01%
6,117
+224
532
$454K ﹤0.01%
7,017
+1,940
533
$445K ﹤0.01%
5,560
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534
$444K ﹤0.01%
3,096
+626
535
$433K ﹤0.01%
+9,495
536
$431K ﹤0.01%
1,678
-288
537
$429K ﹤0.01%
7,362
-6,855
538
$421K ﹤0.01%
8,246
+213
539
$417K ﹤0.01%
7,975
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540
$414K ﹤0.01%
14,793
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541
$411K ﹤0.01%
3,169
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542
$400K ﹤0.01%
4,961
+1,473
543
$387K ﹤0.01%
20,441
+8,141
544
$387K ﹤0.01%
2,034
+334
545
$387K ﹤0.01%
6,463
+222
546
$375K ﹤0.01%
6,767
-181
547
$357K ﹤0.01%
6,199
+424
548
$346K ﹤0.01%
2,973
+7
549
$343K ﹤0.01%
85,644
550
$342K ﹤0.01%
3,211
+177