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
551
$337K ﹤0.01%
2,529
+188
552
$337K ﹤0.01%
+2,651
553
$336K ﹤0.01%
2,383
-453
554
$334K ﹤0.01%
+3,601
555
$327K ﹤0.01%
17,712
+672
556
$325K ﹤0.01%
1,345
557
$324K ﹤0.01%
7,492
+562
558
$324K ﹤0.01%
13,863
+2,354
559
$320K ﹤0.01%
+9,136
560
$319K ﹤0.01%
2,985
+43
561
$305K ﹤0.01%
9,044
-7,687
562
$299K ﹤0.01%
6,232
+1,780
563
$298K ﹤0.01%
6,257
564
$295K ﹤0.01%
1,896
565
$293K ﹤0.01%
3,171
+250
566
$288K ﹤0.01%
+5,759
567
$286K ﹤0.01%
2,262
-199
568
$285K ﹤0.01%
3,451
-1,969
569
$283K ﹤0.01%
3,013
+13
570
$276K ﹤0.01%
3,228
+339
571
$273K ﹤0.01%
+3,831
572
$267K ﹤0.01%
+37,999
573
$265K ﹤0.01%
1,635
+44
574
$263K ﹤0.01%
2,160
575
$260K ﹤0.01%
5,921
-1,512