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
76
$711M 0.38%
14,290,391
-652,327
77
$683M 0.36%
1,562,859
+61,853
78
$679M 0.36%
19,169,003
+799,006
79
$650M 0.34%
7,201,556
+306,676
80
$631M 0.33%
9,376,193
+205,185
81
$628M 0.33%
29,966,920
-7,998,683
82
$620M 0.33%
2,587,895
+103,018
83
$602M 0.32%
31,793,560
+1,707,830
84
$596M 0.32%
3,410,859
-673,708
85
$594M 0.31%
143,551,610
-3,428,368
86
$592M 0.31%
1,481,458
+150,713
87
$582M 0.31%
9,000,206
-963,501
88
$557M 0.29%
15,036,881
+1,436,488
89
$554M 0.29%
11,263,604
+669,052
90
$544M 0.29%
7,128,279
-186,188
91
$525M 0.28%
10,830,250
+951,446
92
$524M 0.28%
4,547,032
+632,398
93
$508M 0.27%
2,082,619
-39,235
94
$496M 0.26%
54,451,060
-1,552,150
95
$492M 0.26%
6,361,549
+157,665
96
$479M 0.25%
4,910,042
+83,444
97
$439M 0.23%
5,067,096
+473,566
98
$439M 0.23%
4,046,529
+173,611
99
$435M 0.23%
6,381,124
-205,941
100
$389M 0.21%
2,759,351
-49,926