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

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
576
$525K ﹤0.01%
5,751
-1,659
577
$523K ﹤0.01%
10,989
-751
578
$521K ﹤0.01%
38,564
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579
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10,150
-255
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6,750
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583
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27,606
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584
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12,647
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598
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17,740
-1,872
599
$423K ﹤0.01%
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-4,942
600
$420K ﹤0.01%
+12,369