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
$80.6B
AUM Growth
-$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$743M
2
+$591M
3
+$519M
4
NKE icon
Nike
NKE
+$485M
5
DIS icon
Walt Disney
DIS
+$427M

Top Sells

1
+$1.39B
2
+$1.3B
3
+$473M
4
HSBC icon
HSBC
HSBC
+$433M
5
PG icon
Procter & Gamble
PG
+$402M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 10.99%
3 Financials 10.93%
4 Healthcare 10.39%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$481K ﹤0.01%
8,753
+412
552
$475K ﹤0.01%
11,740
-5,534
553
$474K ﹤0.01%
2,631
+56
554
$473K ﹤0.01%
19,950
+480
555
$471K ﹤0.01%
5,732
+2,858
556
$470K ﹤0.01%
2,532
+175
557
$463K ﹤0.01%
80,833
-1,389
558
$462K ﹤0.01%
12,874
-3,208
559
$461K ﹤0.01%
9,249
-29,377
560
$452K ﹤0.01%
+4,779
561
$452K ﹤0.01%
93,483
+21,521
562
$445K ﹤0.01%
7,388
+988
563
$440K ﹤0.01%
10,766
-223
564
$438K ﹤0.01%
8,170
+1,218
565
$429K ﹤0.01%
3,752
-1,903
566
$424K ﹤0.01%
8,013
-45
567
$423K ﹤0.01%
9,833
+462
568
$422K ﹤0.01%
13,982
-33,776
569
$420K ﹤0.01%
14,060
-9,400
570
$416K ﹤0.01%
2,813
+1,136
571
$410K ﹤0.01%
4,131
+2,070
572
$406K ﹤0.01%
5,082
+2,851
573
$404K ﹤0.01%
8,400
-418
574
$400K ﹤0.01%
11,460
+2,250
575
$399K ﹤0.01%
105,125
21 22
23
24 25