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
751
$599K ﹤0.01%
101,791
+33,222
752
$591K ﹤0.01%
8,084
+2,784
753
$590K ﹤0.01%
11,504
-842
754
$586K ﹤0.01%
7,637
-3,118
755
$584K ﹤0.01%
12,785
+3,545
756
$584K ﹤0.01%
7,190
+1,892
757
$574K ﹤0.01%
+25,951
758
$567K ﹤0.01%
7,720
759
$567K ﹤0.01%
10,343
-1,587
760
$566K ﹤0.01%
2,178
-12,015
761
$563K ﹤0.01%
2,417
-88
762
$556K ﹤0.01%
6,858
-13
763
$550K ﹤0.01%
8,648
+500
764
$543K ﹤0.01%
+1
765
$541K ﹤0.01%
1,318
+288
766
$539K ﹤0.01%
54,954
+72
767
$533K ﹤0.01%
3,612
+242
768
$527K ﹤0.01%
35,188
-37,385
769
$521K ﹤0.01%
7,413
-11,337
770
$519K ﹤0.01%
3,139
-326
771
$509K ﹤0.01%
5,755
+1,932
772
$507K ﹤0.01%
16,647
+6,276
773
$507K ﹤0.01%
5,400
+827
774
$499K ﹤0.01%
6,550
-2,621
775
$499K ﹤0.01%
9,871
-6,891
29 30
31
32 33