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
701
$952K ﹤0.01%
31,582
702
$946K ﹤0.01%
41,152
703
$934K ﹤0.01%
7,012
-1,223
704
$933K ﹤0.01%
4,879
-313
705
$921K ﹤0.01%
69,910
-9,918
706
$918K ﹤0.01%
220,143
-30,202
707
$905K ﹤0.01%
26,074
-4,568
708
$875K ﹤0.01%
38,620
-2,105
709
$870K ﹤0.01%
46,281
+1,083
710
$865K ﹤0.01%
21,812
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711
$853K ﹤0.01%
37,498
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712
$843K ﹤0.01%
196,517
713
$842K ﹤0.01%
3,828
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12,913
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715
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24,002
+13,632
716
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+27,489
717
$819K ﹤0.01%
+18,505
718
$811K ﹤0.01%
9,223
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719
$810K ﹤0.01%
11,189
-2,187
720
$807K ﹤0.01%
8,573
-3,522
721
$803K ﹤0.01%
43,464
-27,722
722
$799K ﹤0.01%
1,374
+195
723
$794K ﹤0.01%
6,254
-96
724
$790K ﹤0.01%
7,346
+635
725
$788K ﹤0.01%
3,387
+49