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
526
$3.63M ﹤0.01%
64,683
-7,734
527
$3.59M ﹤0.01%
534,127
-95,534
528
$3.57M ﹤0.01%
63,795
-3,562
529
$3.52M ﹤0.01%
49,297
+16,035
530
$3.42M ﹤0.01%
141,699
-8,573
531
$3.4M ﹤0.01%
135,109
-36,217
532
$3.39M ﹤0.01%
138,287
+4,473
533
$3.34M ﹤0.01%
17,178
+633
534
$3.27M ﹤0.01%
22,966
+493
535
$3.26M ﹤0.01%
23,703
-5,863
536
$3.25M ﹤0.01%
14,657
+737
537
$3.22M ﹤0.01%
6,296
+361
538
$3.21M ﹤0.01%
4,615
-2,706
539
$3.2M ﹤0.01%
23,128
+1,149
540
$3.2M ﹤0.01%
26,463
-183
541
$3.14M ﹤0.01%
776,615
-2,057,412
542
$3.11M ﹤0.01%
6,853
+364
543
$3.1M ﹤0.01%
132,914
+2,123
544
$3.09M ﹤0.01%
46,107
+13,783
545
$3.05M ﹤0.01%
15,869
+5,137
546
$3.04M ﹤0.01%
346,370
-48,818
547
$3.02M ﹤0.01%
157,969
+15,313
548
$3.01M ﹤0.01%
39,845
+3,796
549
$2.93M ﹤0.01%
17,886
-1,031
550
$2.91M ﹤0.01%
87,364
+2,207