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
51
$1.19B 0.63%
16,019,748
+449,536
52
$1.14B 0.6%
6,210,385
+169,627
53
$1.12B 0.59%
6,594,414
-1,352,362
54
$1.09B 0.58%
9,922,170
+228,039
55
$1.09B 0.58%
11,359,790
+260,489
56
$1.07B 0.57%
4,116,488
-719,339
57
$1.07B 0.57%
9,880,038
+211,360
58
$1.07B 0.56%
36,742,254
+1,218,586
59
$1.03B 0.54%
2,511,248
-75,449
60
$1.03B 0.54%
12,652,300
-3,115,700
61
$1.02B 0.54%
1,448,448
+101,485
62
$995M 0.53%
6,350,176
-1,138,510
63
$991M 0.52%
27,257,262
+1,414,856
64
$976M 0.52%
4,219,905
-268,371
65
$956M 0.51%
63,677,437
+4,995,615
66
$935M 0.49%
9,697,073
+467,283
67
$860M 0.45%
7,412,753
+191,519
68
$821M 0.43%
5,308,043
-193,693
69
$812M 0.43%
5,007,545
+120,636
70
$779M 0.41%
13,514,262
+604,142
71
$775M 0.41%
22,340,864
+433,228
72
$772M 0.41%
2,949,029
+119,921
73
$765M 0.4%
13,307,231
+310,453
74
$755M 0.4%
8,978,289
-496,914
75
$721M 0.38%
59,150,709
+3,521,520
1 2
3
4 5