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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1
+$705M
2
+$691M
3
+$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Top Sells

1
+$1.79B
2
+$1.41B
3
+$1.32B
4
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$1.31B
5
FIYY
Barclays ETN+ FI Enhanced Global High Yield ETN Series B
FIYY
+$777M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$679K ﹤0.01%
3,622
-94
552
$677K ﹤0.01%
24,058
+1,505
553
$677K ﹤0.01%
11,810
-30
554
$672K ﹤0.01%
2,411
-333
555
$672K ﹤0.01%
5,175
-2,809
556
$662K ﹤0.01%
+4,229
557
$653K ﹤0.01%
9,075
-2,385
558
$653K ﹤0.01%
30,794
-16,005
559
$645K ﹤0.01%
+27,816
560
$631K ﹤0.01%
+42,440
561
$626K ﹤0.01%
3,687
+100
562
$617K ﹤0.01%
15,780
+1,720
563
$608K ﹤0.01%
9,498
-206
564
$600K ﹤0.01%
+7,197
565
$600K ﹤0.01%
7,078
-7,718
566
$598K ﹤0.01%
2,889
+258
567
$589K ﹤0.01%
18,650
-1,300
568
$573K ﹤0.01%
6,283
+102
569
$549K ﹤0.01%
10,145
+2,132
570
$544K ﹤0.01%
1,838
-1,140
571
$543K ﹤0.01%
4,388
-3,961
572
$541K ﹤0.01%
+2,111
573
$539K ﹤0.01%
13,255
-6,272
574
$533K ﹤0.01%
8,754
-5,339
575
$526K ﹤0.01%
18,719
+5,980
21 22
23
24 25