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
-2,585
1002
-825
1003
-1,326
1004
-11,890
1005
-6,131
1006
-2,465
1007
-395
1008
-8,593
1009
-6,688
1010
-3,867
1011
-3,361
1012
-3,568
1013
-13,348
1014
-1,317
1015
-1,755
1016
-1,946
1017
-4,905
1018
-24,938
1019
-2,615
1020
-10,000
1021
-12,690
1022
-2,521
1023
-1,511
1024
-5,213
1025
-2,067