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
576
$2.25M ﹤0.01%
68,601
-1,705
577
$2.24M ﹤0.01%
23,720
-49
578
$2.23M ﹤0.01%
36,559
+3,591
579
$2.22M ﹤0.01%
244,766
+158,595
580
$2.22M ﹤0.01%
16,276
+2,525
581
$2.2M ﹤0.01%
130,844
+29,757
582
$2.18M ﹤0.01%
15,878
+439
583
$2.15M ﹤0.01%
70,168
-8,080
584
$2.13M ﹤0.01%
113,164
-27,891
585
$2.12M ﹤0.01%
27,453
-14,355
586
$2.08M ﹤0.01%
124,860
-7,742
587
$2.04M ﹤0.01%
39,996
+28,297
588
$2.04M ﹤0.01%
14,079
-4,556
589
$2.03M ﹤0.01%
60,223
-8,841
590
$2.03M ﹤0.01%
58,901
-3,903
591
$2M ﹤0.01%
101,707
-14,509
592
$1.99M ﹤0.01%
114,126
+9,783
593
$1.97M ﹤0.01%
52,264
-1,498
594
$1.95M ﹤0.01%
248,042
-17,365
595
$1.94M ﹤0.01%
33,838
+1,284
596
$1.92M ﹤0.01%
61,316
-3,727
597
$1.9M ﹤0.01%
32,455
-4,691
598
$1.88M ﹤0.01%
95,775
-3,489
599
$1.88M ﹤0.01%
111,664
600
$1.87M ﹤0.01%
14,692
-522
22 23
24
25 26