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
$66.3B
AUM Growth
+$3.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$678M
2
+$576M
3
+$520M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$385M
5
VOD icon
Vodafone
VOD
+$324M

Top Sells

1
+$971M
2
+$634M
3
+$594M
4
HD icon
Home Depot
HD
+$510M
5
QCOM icon
Qualcomm
QCOM
+$494M

Sector Composition

1 Financials 17.55%
2 Technology 13.55%
3 Healthcare 13.21%
4 Consumer Discretionary 8.47%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386M 0.58%
15,929,357
-20,254,743
52
$385M 0.58%
+48,974,918
53
$382M 0.58%
4,730,728
+26,923
54
$378M 0.57%
11,081,856
+9,160,764
55
$353M 0.53%
47,050,556
-269,124
56
$313M 0.47%
1,750,991
+162,555
57
$313M 0.47%
3,385,115
+118,577
58
$305M 0.46%
36,534,142
+36,523,674
59
$290M 0.44%
4,338,665
-4,055,609
60
$263M 0.4%
2,978,829
+105,737
61
$260M 0.39%
2,135,057
-24,401
62
$257M 0.39%
10,536,430
+105,572
63
$254M 0.38%
1,950,698
+1,369,671
64
$253M 0.38%
1,441,791
-74,514
65
$252M 0.38%
4,198,695
+2,466,045
66
$248M 0.37%
1,174,747
-228,247
67
$246M 0.37%
2,989,521
+408,059
68
$241M 0.36%
15,117,475
+73,029
69
$236M 0.36%
27,997,170
+234,360
70
$233M 0.35%
1,048,372
-839,995
71
$231M 0.35%
1,289,913
-1,866
72
$226M 0.34%
4,984,640
-3,159,620
73
$223M 0.34%
4,570,489
-41,512
74
$206M 0.31%
8,281,858
+7,582,360
75
$203M 0.31%
20,170,027
+2,418,268
1 2
3
4 5