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
626
$1.59M ﹤0.01%
240,043
+46,911
627
$1.59M ﹤0.01%
7,048
-86
628
$1.58M ﹤0.01%
9,920
+1,067
629
$1.57M ﹤0.01%
9,980
+6,578
630
$1.56M ﹤0.01%
15,302
-814
631
$1.55M ﹤0.01%
43,640
-7,952
632
$1.54M ﹤0.01%
+39,527
633
$1.54M ﹤0.01%
158,609
+139,200
634
$1.52M ﹤0.01%
71,154
+500
635
$1.52M ﹤0.01%
38,948
-3,522
636
$1.49M ﹤0.01%
139,186
-56,535
637
$1.48M ﹤0.01%
17,009
+2,985
638
$1.48M ﹤0.01%
228,060
639
$1.48M ﹤0.01%
65,836
640
$1.48M ﹤0.01%
18,340
-3,481
641
$1.47M ﹤0.01%
25,394
+5,050
642
$1.46M ﹤0.01%
27,534
-897
643
$1.45M ﹤0.01%
40,795
-7,649
644
$1.44M ﹤0.01%
12,315
+98
645
$1.44M ﹤0.01%
23,393
-36,586
646
$1.44M ﹤0.01%
12,894
-1,800
647
$1.43M ﹤0.01%
8,649
-448
648
$1.41M ﹤0.01%
45,013
-8,619
649
$1.37M ﹤0.01%
40,659
+3,860
650
$1.36M ﹤0.01%
153,690
-24,675
24 25
26
27 28