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
726
$774K ﹤0.01%
111,632
727
$770K ﹤0.01%
25,134
-5,618
728
$752K ﹤0.01%
+48,805
729
$746K ﹤0.01%
38,124
730
$744K ﹤0.01%
17,539
+4,085
731
$735K ﹤0.01%
24,938
-5,354
732
$731K ﹤0.01%
4,723
-1,265
733
$727K ﹤0.01%
+42,352
734
$718K ﹤0.01%
9,025
-1,786
735
$701K ﹤0.01%
12,101
+2,191
736
$700K ﹤0.01%
11,961
+2,373
737
$697K ﹤0.01%
4,739
-339
738
$676K ﹤0.01%
2,711
-983
739
$674K ﹤0.01%
10,112
-2,309
740
$655K ﹤0.01%
77,663
+21,267
741
$651K ﹤0.01%
25,456
-13,029
742
$649K ﹤0.01%
26,000
743
$645K ﹤0.01%
4,981
-1,232
744
$642K ﹤0.01%
8,990
-821
745
$632K ﹤0.01%
3,471
+1,295
746
$631K ﹤0.01%
2,070
+277
747
$621K ﹤0.01%
5,100
-609
748
$614K ﹤0.01%
4,688
+459
749
$612K ﹤0.01%
22,677
+1,933
750
$599K ﹤0.01%
3,764
+1,437