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
901
$249K ﹤0.01%
+1,418
902
$249K ﹤0.01%
913
-378
903
$249K ﹤0.01%
542
-1
904
$248K ﹤0.01%
6,720
-1,907
905
$248K ﹤0.01%
+2,615
906
$247K ﹤0.01%
+5,012
907
$247K ﹤0.01%
1,326
+10
908
$246K ﹤0.01%
806
-27
909
$244K ﹤0.01%
11,832
-7,224
910
$244K ﹤0.01%
+5,888
911
$244K ﹤0.01%
1,186
-70
912
$243K ﹤0.01%
+2,635
913
$243K ﹤0.01%
+2,585
914
$240K ﹤0.01%
7,479
+2,076
915
$239K ﹤0.01%
+21,727
916
$236K ﹤0.01%
+10,670
917
$235K ﹤0.01%
+4,036
918
$234K ﹤0.01%
+3,912
919
$233K ﹤0.01%
+4,144
920
$233K ﹤0.01%
4,474
-259
921
$232K ﹤0.01%
+6,992
922
$232K ﹤0.01%
6,280
+126
923
$229K ﹤0.01%
2,210
-372
924
$229K ﹤0.01%
+8,764
925
$229K ﹤0.01%
16,068