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
$80.6B
AUM Growth
-$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$743M
2
+$591M
3
+$519M
4
NKE icon
Nike
NKE
+$485M
5
DIS icon
Walt Disney
DIS
+$427M

Top Sells

1
+$1.39B
2
+$1.3B
3
+$473M
4
HSBC icon
HSBC
HSBC
+$433M
5
PG icon
Procter & Gamble
PG
+$402M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 10.99%
3 Financials 10.93%
4 Healthcare 10.39%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217M 0.27%
1,301,567
+1,298,901
77
$214M 0.27%
3,261,937
+3,253,109
78
$214M 0.26%
1,121,355
-1,262
79
$213M 0.26%
4,254,073
-61,056
80
$208M 0.26%
37,892,571
+3,309,297
81
$199M 0.25%
59,142,750
-4,718,456
82
$195M 0.24%
1,484,154
-10,612,976
83
$184M 0.23%
6,064,931
+173,140
84
$178M 0.22%
5,742,357
-42,083,075
85
$172M 0.21%
12,752,615
+440,090
86
$172M 0.21%
56,393,255
-4,324,255
87
$165M 0.2%
1,498,636
-3,654,398
88
$149M 0.18%
+4,121,835
89
$144M 0.18%
2,235,575
-1,485,665
90
$141M 0.17%
594,652
+28,311
91
$141M 0.17%
4,570,484
+261,202
92
$140M 0.17%
981,151
-55,624
93
$130M 0.16%
5,421,210
+5,411,160
94
$129M 0.16%
1,282,987
-205,047
95
$126M 0.16%
291,998
-4,537
96
$124M 0.15%
956,110
-123,523
97
$118M 0.15%
781,152
-57,600
98
$118M 0.15%
38,421,423
-14,720,672
99
$116M 0.14%
30,932,312
-1,502,958
100
$116M 0.14%
3,489,895
-141,848
2 3
4
5 6