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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1 +$705M
2 +$691M
3 +$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$276K ﹤0.01%
+1,420
652
$269K ﹤0.01%
+2,127
653
$268K ﹤0.01%
3,484
-1,390
654
$268K ﹤0.01%
+2,789
655
$266K ﹤0.01%
1,239
-881
656
$264K ﹤0.01%
+3,199
657
$263K ﹤0.01%
855
-154
658
$261K ﹤0.01%
2,192
-2,587
659
$260K ﹤0.01%
+1,314
660
$258K ﹤0.01%
2,657
-505
661
$258K ﹤0.01%
+6,877
662
$254K ﹤0.01%
8,878
663
$252K ﹤0.01%
+3,149
664
$251K ﹤0.01%
1,828
-17
665
$249K ﹤0.01%
+2,847
666
$249K ﹤0.01%
2,322
-521
667
$245K ﹤0.01%
14,640
-3,024
668
$245K ﹤0.01%
+4,854
669
$241K ﹤0.01%
1,765
-435
670
$235K ﹤0.01%
+1,234
671
$235K ﹤0.01%
9,108
+591
672
$235K ﹤0.01%
+2,221
673
$234K ﹤0.01%
2,691
-511
674
$234K ﹤0.01%
+5,372
675
$229K ﹤0.01%
+7,518