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
876
$283K ﹤0.01%
+1,170
877
$282K ﹤0.01%
10,702
-696
878
$279K ﹤0.01%
1,307
-2,229
879
$278K ﹤0.01%
5,166
+179
880
$277K ﹤0.01%
+9,604
881
$276K ﹤0.01%
13,348
+1,848
882
$274K ﹤0.01%
+5,310
883
$273K ﹤0.01%
+1,948
884
$271K ﹤0.01%
+3,867
885
$270K ﹤0.01%
1,595
+65
886
$269K ﹤0.01%
1,222
+229
887
$267K ﹤0.01%
4,259
888
$266K ﹤0.01%
+2,859
889
$265K ﹤0.01%
+3,251
890
$263K ﹤0.01%
+8,655
891
$263K ﹤0.01%
1,539
+138
892
$261K ﹤0.01%
7,161
893
$260K ﹤0.01%
2,847
+620
894
$259K ﹤0.01%
1,024
-792
895
$256K ﹤0.01%
3,210
+2,921
896
$252K ﹤0.01%
1,195
-2,208
897
$251K ﹤0.01%
+6,688
898
$251K ﹤0.01%
+1,441
899
$250K ﹤0.01%
+2,628
900
$250K ﹤0.01%
3,841
-718