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
576
$259K ﹤0.01%
3,783
-630
577
$258K ﹤0.01%
3,077
-167
578
$257K ﹤0.01%
2,173
+291
579
$252K ﹤0.01%
38,229
-750
580
$250K ﹤0.01%
+10,720
581
$248K ﹤0.01%
+7,120
582
$248K ﹤0.01%
37,673
583
$247K ﹤0.01%
10,034
-482
584
$246K ﹤0.01%
+11,233
585
$244K ﹤0.01%
+8,999
586
$244K ﹤0.01%
5,093
-2,499
587
$242K ﹤0.01%
17,273
+776
588
$240K ﹤0.01%
2,580
-77
589
$239K ﹤0.01%
5,793
-3,747
590
$233K ﹤0.01%
+1,070
591
$231K ﹤0.01%
15,450
-8,050
592
$231K ﹤0.01%
3,477
+126
593
$230K ﹤0.01%
5,386
-297,943
594
$229K ﹤0.01%
2,584
+61
595
$229K ﹤0.01%
+4,684
596
$228K ﹤0.01%
3,510
597
$225K ﹤0.01%
+5,744
598
$224K ﹤0.01%
1,284
-1,318
599
$220K ﹤0.01%
+4,917
600
$216K ﹤0.01%
4,257
+28