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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1 +$705M
2 +$691M
3 +$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$286M 0.28%
123,851,192
+4,645,776
77
$278M 0.27%
12,246,668
-1,328,126
78
$276M 0.27%
28,574,752
-2,970,522
79
$275M 0.27%
10,605,191
-255,422
80
$274M 0.27%
3,877,940
-87,380
81
$270M 0.26%
8,337,460
+2,916,250
82
$264M 0.26%
6,415,204
+350,273
83
$245M 0.24%
13,303,305
+550,690
84
$241M 0.24%
6,442,111
+137,921
85
$233M 0.23%
9,975,049
+544,567
86
$230M 0.22%
2,823,154
-19,702
87
$222M 0.22%
224,822
+12,269
88
$215M 0.21%
4,164,870
-89,203
89
$208M 0.2%
733,979
+139,327
90
$202M 0.2%
4,802,772
+232,288
91
$187M 0.18%
2,181,205
-54,370
92
$179M 0.18%
485,315
-200,555
93
$178M 0.17%
4,739,264
+1,134,396
94
$177M 0.17%
1,183,491
+680,205
95
$162M 0.16%
752,390
-28,762
96
$160M 0.16%
+6,252,317
97
$154M 0.15%
3,911,442
+327,468
98
$145M 0.14%
1,576,303
+494,504
99
$143M 0.14%
2,750,837
+203,667
100
$139M 0.14%
1,219,645
+342,621