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
801
$441K ﹤0.01%
6,811
+70
802
$424K ﹤0.01%
899
+155
803
$423K ﹤0.01%
4,193
+1,183
804
$419K ﹤0.01%
5,079
+378
805
$410K ﹤0.01%
+4,182
806
$409K ﹤0.01%
4,264
-1,319
807
$408K ﹤0.01%
6,232
+927
808
$401K ﹤0.01%
+3,592
809
$397K ﹤0.01%
2,600
+641
810
$395K ﹤0.01%
1,798
+397
811
$394K ﹤0.01%
1,985
-527
812
$393K ﹤0.01%
9,478
+600
813
$392K ﹤0.01%
15,766
-740
814
$392K ﹤0.01%
6,180
-1,470
815
$392K ﹤0.01%
13,367
-10,138
816
$388K ﹤0.01%
43,182
817
$385K ﹤0.01%
+3,083
818
$381K ﹤0.01%
+473
819
$381K ﹤0.01%
2,000
-14
820
$379K ﹤0.01%
14,183
-1,342
821
$378K ﹤0.01%
1,916
-499
822
$377K ﹤0.01%
1,217
-246
823
$377K ﹤0.01%
8,633
+2,629
824
$376K ﹤0.01%
+3,568
825
$372K ﹤0.01%
8,338
-881