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
951
$205K ﹤0.01%
3,426
-777
952
$205K ﹤0.01%
+6,894
953
$204K ﹤0.01%
1,241
-1,284
954
$203K ﹤0.01%
+1,610
955
$203K ﹤0.01%
2,123
-1,568
956
$202K ﹤0.01%
+7,499
957
$200K ﹤0.01%
+9,189
958
$198K ﹤0.01%
+11,890
959
$191K ﹤0.01%
+16,426
960
$191K ﹤0.01%
+16,630
961
$187K ﹤0.01%
13,568
-9,790
962
$184K ﹤0.01%
+15,578
963
$179K ﹤0.01%
12,945
-5,389
964
$176K ﹤0.01%
27,714
+2,743
965
$165K ﹤0.01%
+10,919
966
$143K ﹤0.01%
12,646
967
$134K ﹤0.01%
11,114
-6,546
968
$124K ﹤0.01%
14,616
+4,189
969
$123K ﹤0.01%
+12,549
970
$108K ﹤0.01%
16,000
971
$86.1K ﹤0.01%
+20,489
972
$84.7K ﹤0.01%
10,923
+10,590
973
$76.8K ﹤0.01%
1,405
-67
974
$30.3K ﹤0.01%
12,690
-6,629
975
$29.2K ﹤0.01%
+21,800