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
651
$187K ﹤0.01%
11,855
-4,182
652
$185K ﹤0.01%
+12,750
653
$170K ﹤0.01%
58,963
654
$163K ﹤0.01%
10,059
-397
655
$161K ﹤0.01%
+31,285
656
$150K ﹤0.01%
+32,547
657
$141K ﹤0.01%
41,486
+1,050
658
$130K ﹤0.01%
21,142
-1,481
659
$119K ﹤0.01%
50,672
-2,813
660
$118K ﹤0.01%
73,583
661
$110K ﹤0.01%
18,554
-11,364
662
$109K ﹤0.01%
53,867
-18,119
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$107K ﹤0.01%
17,173
+1,652
664
$106K ﹤0.01%
5,205
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$82K ﹤0.01%
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$71K ﹤0.01%
21,270
+4,000
668
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669
$60K ﹤0.01%
39,641
-3,202
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$53K ﹤0.01%
+12,583
671
$52K ﹤0.01%
10,717
-2,390
672
$50K ﹤0.01%
1,013
-99
673
$33K ﹤0.01%
10,500
-4,363
674
$19K ﹤0.01%
1,994
+365
675
$5K ﹤0.01%
+29,411