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
926
$228K ﹤0.01%
20,766
-3,219
927
$227K ﹤0.01%
2,521
+2,448
928
$227K ﹤0.01%
+223
929
$226K ﹤0.01%
+13,159
930
$225K ﹤0.01%
+3,263
931
$225K ﹤0.01%
+4,905
932
$225K ﹤0.01%
6,255
-2,722
933
$223K ﹤0.01%
+825
934
$222K ﹤0.01%
+1,679
935
$220K ﹤0.01%
+18,481
936
$220K ﹤0.01%
3,845
+104
937
$219K ﹤0.01%
395
-260
938
$218K ﹤0.01%
6,131
-3,551
939
$217K ﹤0.01%
+12,501
940
$217K ﹤0.01%
6,118
-1,688
941
$216K ﹤0.01%
+2,718
942
$215K ﹤0.01%
+1,755
943
$214K ﹤0.01%
2,802
+2,695
944
$214K ﹤0.01%
+2,245
945
$212K ﹤0.01%
2,645
-723
946
$211K ﹤0.01%
+2,471
947
$209K ﹤0.01%
+1,946
948
$206K ﹤0.01%
+6,731
949
$206K ﹤0.01%
24,037
-194
950
$206K ﹤0.01%
+2,067