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
$80.6B
AUM Growth
-$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1 +$743M
2 +$591M
3 +$519M
4
NKE icon
Nike
NKE
+$485M
5
DIS icon
Walt Disney
DIS
+$427M

Top Sells

1 +$1.39B
2 +$1.3B
3 +$473M
4
HSBC icon
HSBC
HSBC
+$433M
5
PG icon
Procter & Gamble
PG
+$402M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 10.99%
3 Financials 10.93%
4 Healthcare 10.39%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$310K ﹤0.01%
5,444
-614
602
$308K ﹤0.01%
3,454
-2,275
603
$305K ﹤0.01%
1,009
-1,392
604
$305K ﹤0.01%
131,004
605
$301K ﹤0.01%
19,033
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606
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46,811
-34,278
607
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3,162
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614
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$242K ﹤0.01%
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623
$241K ﹤0.01%
+4,858
624
$239K ﹤0.01%
+22,894
625
$239K ﹤0.01%
976
-128