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
$80.6B
AUM Growth
-$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$743M
2
+$591M
3
+$519M
4
NKE icon
Nike
NKE
+$485M
5
DIS icon
Walt Disney
DIS
+$427M

Top Sells

1
+$1.39B
2
+$1.3B
3
+$473M
4
HSBC icon
HSBC
HSBC
+$433M
5
PG icon
Procter & Gamble
PG
+$402M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 10.99%
3 Financials 10.93%
4 Healthcare 10.39%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331M 0.41%
8,178,337
-1,701,553
52
$324M 0.4%
+7,132,669
53
$311M 0.39%
7,049,621
+21,773
54
$288M 0.36%
2,551,344
+170,940
55
$283M 0.35%
42,943,440
+4,447,000
56
$281M 0.35%
3,563,878
+3,289,573
57
$269M 0.33%
8,224,910
+24,341
58
$268M 0.33%
119,205,416
+2,480,253
59
$268M 0.33%
944,476
+942,774
60
$261M 0.32%
13,574,794
-430,002
61
$261M 0.32%
50,594,355
+680,180
62
$260M 0.32%
2,118,826
+2,113,332
63
$259M 0.32%
31,545,274
-1,866,574
64
$258M 0.32%
38,272,436
+654,899
65
$257M 0.32%
6,771,437
+250,053
66
$256M 0.32%
4,064,109
+4,040,349
67
$255M 0.32%
10,860,613
+1,105,265
68
$237M 0.29%
12,396,807
-193,992
69
$231M 0.29%
13,378,322
+284,255
70
$231M 0.29%
3,965,320
-159,400
71
$230M 0.29%
9,430,482
+232,382
72
$226M 0.28%
27,285,861
-1,006,165
73
$222M 0.28%
685,870
-62,973
74
$222M 0.28%
6,304,190
+482,207
75
$219M 0.27%
2,842,856
-28,080
1 2
3
4 5