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
851
$324K ﹤0.01%
4,309
+1,113
852
$322K ﹤0.01%
+4,217
853
$322K ﹤0.01%
+9,238
854
$321K ﹤0.01%
1,172
-744
855
$319K ﹤0.01%
12,498
-1,628
856
$318K ﹤0.01%
5,353
-13,411
857
$317K ﹤0.01%
+2,465
858
$315K ﹤0.01%
1,292
-1,237
859
$313K ﹤0.01%
+6,000
860
$310K ﹤0.01%
2,160
-2,751
861
$310K ﹤0.01%
4,899
-24,295
862
$310K ﹤0.01%
+9,924
863
$306K ﹤0.01%
+4,249
864
$302K ﹤0.01%
5,793
-298
865
$301K ﹤0.01%
5,956
+1,474
866
$300K ﹤0.01%
17,025
-1,170
867
$296K ﹤0.01%
+2,231
868
$296K ﹤0.01%
+3,269
869
$295K ﹤0.01%
1,488
-4
870
$292K ﹤0.01%
+6,082
871
$292K ﹤0.01%
+2,926
872
$287K ﹤0.01%
12,156
-19,850
873
$286K ﹤0.01%
1,511
-418
874
$286K ﹤0.01%
8,484
-7,568
875
$285K ﹤0.01%
8,968
-314