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
826
$372K ﹤0.01%
5,171
-12,439
827
$370K ﹤0.01%
2,452
-32
828
$369K ﹤0.01%
4,775
+535
829
$369K ﹤0.01%
2,372
+996
830
$368K ﹤0.01%
+6,297
831
$365K ﹤0.01%
1,166
+199
832
$362K ﹤0.01%
+9,872
833
$361K ﹤0.01%
4,688
-1,898
834
$361K ﹤0.01%
10,021
+1,561
835
$361K ﹤0.01%
+8,593
836
$360K ﹤0.01%
3,026
-450
837
$357K ﹤0.01%
+9,147
838
$351K ﹤0.01%
758
-20
839
$348K ﹤0.01%
1,826
-465
840
$346K ﹤0.01%
11,493
841
$346K ﹤0.01%
+1,317
842
$342K ﹤0.01%
+3,361
843
$337K ﹤0.01%
2,478
-11
844
$336K ﹤0.01%
6,274
-1,745
845
$334K ﹤0.01%
3,436
-6,656
846
$333K ﹤0.01%
2,360
+42
847
$333K ﹤0.01%
1,465
+248
848
$333K ﹤0.01%
6,538
+1,860
849
$331K ﹤0.01%
4,239
-164
850
$326K ﹤0.01%
2,355
+103