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
$66.3B
AUM Growth
+$3.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$678M
2
+$576M
3
+$520M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$385M
5
VOD icon
Vodafone
VOD
+$324M

Top Sells

1
+$971M
2
+$634M
3
+$594M
4
HD icon
Home Depot
HD
+$510M
5
QCOM icon
Qualcomm
QCOM
+$494M

Sector Composition

1 Financials 17.55%
2 Technology 13.55%
3 Healthcare 13.21%
4 Consumer Discretionary 8.47%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$197M 0.3%
31,232,469
-137,028
77
$194M 0.29%
5,879,288
-3,180,633
78
$186M 0.28%
5,198,501
-331,723
79
$184M 0.28%
2,114,547
-45,761
80
$150M 0.23%
2,561,885
-167,010
81
$143M 0.22%
2,843,824
+2,812,352
82
$131M 0.2%
23,794,841
+1,365,075
83
$129M 0.19%
23,462,620
+23,284
84
$126M 0.19%
1,405,234
-40,979
85
$122M 0.18%
1,493,966
-53,850
86
$121M 0.18%
1,524,876
-44,785
87
$117M 0.18%
1,694,209
-45,335
88
$117M 0.18%
13,032,554
+288,718
89
$115M 0.17%
811,474
+335,904
90
$115M 0.17%
2,147,916
-56,315
91
$114M 0.17%
+23,573,720
92
$113M 0.17%
2,044,636
-56,364
93
$109M 0.16%
1,313,934
+1,957
94
$107M 0.16%
3,101,060
-65,383
95
$104M 0.16%
1,099,159
-25,050
96
$102M 0.15%
500,692
-11,932
97
$102M 0.15%
3,932,232
-76,090
98
$102M 0.15%
1,321,423
-33,225
99
$98.7M 0.15%
1,072,063
+45,265
100
$97.6M 0.15%
2,190,409
-14,748
2 3
4
5 6