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
601
$1.86M ﹤0.01%
31,969
+6,989
602
$1.86M ﹤0.01%
6,560
+2,816
603
$1.85M ﹤0.01%
81,975
604
$1.84M ﹤0.01%
20,175
+82
605
$1.83M ﹤0.01%
81,130
-5,769
606
$1.83M ﹤0.01%
56,422
-4,115
607
$1.83M ﹤0.01%
10,002
-3,315
608
$1.83M ﹤0.01%
31,065
609
$1.8M ﹤0.01%
116,844
610
$1.8M ﹤0.01%
6,431
-1,056
611
$1.77M ﹤0.01%
43,920
-2,080
612
$1.77M ﹤0.01%
49,197
+1,288
613
$1.77M ﹤0.01%
+42,758
614
$1.76M ﹤0.01%
11,757
+2,889
615
$1.76M ﹤0.01%
54,810
-7,807
616
$1.76M ﹤0.01%
7,980
-122
617
$1.74M ﹤0.01%
60,257
+21,703
618
$1.71M ﹤0.01%
6,579
+5,036
619
$1.69M ﹤0.01%
517,245
-55,513
620
$1.66M ﹤0.01%
59,942
+572
621
$1.66M ﹤0.01%
56,498
-9,211
622
$1.65M ﹤0.01%
72,597
623
$1.65M ﹤0.01%
11,561
-14,797
624
$1.63M ﹤0.01%
60,617
+40
625
$1.62M ﹤0.01%
25,093
+710
23 24
25
26 27