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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1 +$705M
2 +$691M
3 +$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$483M 0.47%
3,841,687
+3,839,965
52
$471M 0.46%
5,274,972
+178,172
53
$466M 0.45%
7,743,858
-434,479
54
$458M 0.45%
39,587,723
+1,315,287
55
$455M 0.44%
+1,761,637
56
$447M 0.44%
8,498,210
+1,365,541
57
$432M 0.42%
2,187,696
+1,950,030
58
$429M 0.42%
2,379,024
+1,077,457
59
$428M 0.42%
41,487,299
+14,201,438
60
$409M 0.4%
8,462,204
+7,907,255
61
$403M 0.39%
42,392,960
-550,480
62
$382M 0.37%
7,743,465
+693,844
63
$375M 0.37%
8,452,914
+228,004
64
$355M 0.35%
4,134,195
+12,360
65
$347M 0.34%
1,400,050
+278,695
66
$345M 0.34%
4,987,418
+923,309
67
$343M 0.33%
49,705,214
-889,141
68
$338M 0.33%
40,867,255
+2,974,684
69
$323M 0.31%
2,795,247
+243,903
70
$321M 0.31%
5,211,652
-2,433,745
71
$321M 0.31%
7,167,970
+396,533
72
$318M 0.31%
14,094,504
+716,182
73
$308M 0.3%
13,240,731
+843,924
74
$306M 0.3%
+1,826,862
75
$294M 0.29%
5,885,935
+4,009,816