Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$915M
2 +$693M
3 +$618M
4
DIS icon
Walt Disney
DIS
+$559M
5
NKE icon
Nike
NKE
+$545M

Top Sells

1 +$1.51B
2 +$1.43B
3 +$588M
4
HSBC icon
HSBC
HSBC
+$537M
5
PG icon
Procter & Gamble
PG
+$439M

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
751
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752
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754
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755
-1,400
756
-7,106
757
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758
-1,180,001
759
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760
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761
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762
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763
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764
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765
-579,890
766
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767
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768
-1,281,905
769
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770
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-1,749
773
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-4,265,446
775
$0 ﹤0.01%
+10,365