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
676
$1.09M ﹤0.01%
22,961
+3,561
677
$1.07M ﹤0.01%
7,317
-3,252
678
$1.07M ﹤0.01%
6,272
+771
679
$1.07M ﹤0.01%
50,150
-6,248
680
$1.05M ﹤0.01%
21,309
+8,676
681
$1.05M ﹤0.01%
27,460
682
$1.04M ﹤0.01%
4,153
+3,092
683
$1.04M ﹤0.01%
2,958
-53
684
$1.03M ﹤0.01%
10,637
+1,580
685
$1.03M ﹤0.01%
18,580
+7,145
686
$1.03M ﹤0.01%
20,900
-3,264
687
$1.02M ﹤0.01%
11,927
-3,280
688
$1.01M ﹤0.01%
+62,372
689
$1M ﹤0.01%
33,215
690
$999K ﹤0.01%
68,446
+32,238
691
$997K ﹤0.01%
12,306
-1,376
692
$997K ﹤0.01%
+100,691
693
$993K ﹤0.01%
9,175
+2,646
694
$993K ﹤0.01%
42,233
-7,453
695
$982K ﹤0.01%
17,212
696
$979K ﹤0.01%
38,583
-14,760
697
$971K ﹤0.01%
84,184
698
$965K ﹤0.01%
23,345
699
$962K ﹤0.01%
12,333
+5,744
700
$961K ﹤0.01%
8,181
+238
26 27
28
29 30