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
626
$237K ﹤0.01%
2,200
-3,137
627
$237K ﹤0.01%
+23,816
628
$230K ﹤0.01%
+11,048
629
$230K ﹤0.01%
+1,896
630
$229K ﹤0.01%
3,642
+172
631
$229K ﹤0.01%
9,716
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632
$227K ﹤0.01%
+2,139
633
$226K ﹤0.01%
+2,977
634
$223K ﹤0.01%
4,747
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635
$218K ﹤0.01%
3,894
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636
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637
$217K ﹤0.01%
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-310
638
$216K ﹤0.01%
6,322
+58
639
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3,202
-15
640
$215K ﹤0.01%
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4,772
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642
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2,927
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643
$209K ﹤0.01%
4,930
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645
$207K ﹤0.01%
+1,722
646
$203K ﹤0.01%
8,517
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647
$202K ﹤0.01%
+1,634
648
$202K ﹤0.01%
1,601
-241
649
$199K ﹤0.01%
+15,135
650
$187K ﹤0.01%
52,955