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
601
$210K ﹤0.01%
+2,746
602
$207K ﹤0.01%
+8,550
603
$207K ﹤0.01%
+2,854
604
$206K ﹤0.01%
+2,805
605
$205K ﹤0.01%
33,235
+21,170
606
$205K ﹤0.01%
+10,140
607
$204K ﹤0.01%
10,492
608
$201K ﹤0.01%
+5,696
609
$198K ﹤0.01%
20,514
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610
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611
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10,574
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613
$154K ﹤0.01%
+10,292
614
$133K ﹤0.01%
+10,288
615
$132K ﹤0.01%
25,336
616
$122K ﹤0.01%
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617
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618
$106K ﹤0.01%
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619
$103K ﹤0.01%
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620
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621
$76K ﹤0.01%
15
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$70K ﹤0.01%
1,272
-98
623
$23K ﹤0.01%
+27,500
624
$19K ﹤0.01%
+1,120
625
$14K ﹤0.01%
+10,000