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
651
$1.36M ﹤0.01%
3,043
-351
652
$1.33M ﹤0.01%
21,596
+5,059
653
$1.31M ﹤0.01%
13,617
654
$1.31M ﹤0.01%
11,013
+3,134
655
$1.3M ﹤0.01%
+13,490
656
$1.29M ﹤0.01%
9,893
-112
657
$1.24M ﹤0.01%
183,084
+45,230
658
$1.24M ﹤0.01%
16,388
659
$1.23M ﹤0.01%
86,338
660
$1.21M ﹤0.01%
5,239
-412
661
$1.2M ﹤0.01%
42,080
+33,267
662
$1.18M ﹤0.01%
28,640
-980,225
663
$1.18M ﹤0.01%
103,131
+200
664
$1.17M ﹤0.01%
10,503
+3,993
665
$1.17M ﹤0.01%
23,494
+341
666
$1.17M ﹤0.01%
19,836
-8,400
667
$1.16M ﹤0.01%
6,484
-188
668
$1.15M ﹤0.01%
5,100
+346
669
$1.15M ﹤0.01%
7,682
+1,159
670
$1.13M ﹤0.01%
5,619
+551
671
$1.13M ﹤0.01%
21,086
672
$1.11M ﹤0.01%
148,401
673
$1.11M ﹤0.01%
37,066
-4,094
674
$1.11M ﹤0.01%
7,451
+1,386
675
$1.1M ﹤0.01%
18,441
-1,833
25 26
27
28 29