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
1026
-16,426
1027
-20,489
1028
-20,766
1029
-2,628
1030
-4,144
1031
-6,731
1032
-10,919
1033
-167,675
1034
-7,161
1035
-9,924
1036
-13,159
1037
-21,800
1038
-16,630
1039
-42,352
1040
-806
1041
-95,778
1042
-7,499
1043
-1,418
1044
-12,501
1045
-5,310
1046
-10,000
1047
-3,592
1048
-5,888
1049
-2,471
1050
-3,083