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
551
$2.88M ﹤0.01%
9,226
-403
552
$2.81M ﹤0.01%
6,383
+60
553
$2.79M ﹤0.01%
44,391
+409
554
$2.76M ﹤0.01%
5,810
-1,970
555
$2.74M ﹤0.01%
51,051
+10,167
556
$2.7M ﹤0.01%
79,489
+7,125
557
$2.64M ﹤0.01%
+194,474
558
$2.64M ﹤0.01%
95,778
-6,359
559
$2.56M ﹤0.01%
+91,214
560
$2.56M ﹤0.01%
+167,675
561
$2.56M ﹤0.01%
53,045
+24,260
562
$2.5M ﹤0.01%
40,175
-1,282
563
$2.45M ﹤0.01%
47,830
-7,132
564
$2.42M ﹤0.01%
54,162
-2,719
565
$2.4M ﹤0.01%
52,852
+19,165
566
$2.38M ﹤0.01%
7,836
+260
567
$2.37M ﹤0.01%
288,693
-17,236
568
$2.36M ﹤0.01%
73,393
+3,100
569
$2.35M ﹤0.01%
166,217
+1,297
570
$2.35M ﹤0.01%
32,635
-2,035
571
$2.35M ﹤0.01%
216,892
-165
572
$2.32M ﹤0.01%
18,306
+8,472
573
$2.31M ﹤0.01%
61,369
-10,976
574
$2.3M ﹤0.01%
77,526
-7,066
575
$2.3M ﹤0.01%
53,345