Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214B
AUM Growth
+$25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.39B
3 +$932M
4
PG icon
Procter & Gamble
PG
+$925M
5
WMT icon
Walmart Inc
WMT
+$834M

Sector Composition

1 Technology 28.72%
2 Financials 12.27%
3 Healthcare 10.07%
4 Consumer Discretionary 9.98%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
-6,131
1002
-2,465
1003
-395
1004
-8,593
1005
-6,688
1006
-3,867
1007
-3,361
1008
-3,568
1009
-13,348
1010
-1,317
1011
-1,755
1012
-1,946
1013
-4,905
1014
-24,938
1015
-2,615
1016
-10,000
1017
-12,690
1018
-2,521
1019
-1,511
1020
-5,213
1021
-2,067
1022
-16,426
1023
-95,778
1024
-7,499
1025
-1,418