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
-12,501
1027
-5,310
1028
-10,000
1029
-3,592
1030
-5,888
1031
-2,471
1032
-3,083
1033
-1,610
1034
-9,189
1035
-6,297
1036
-1,798
1037
-6,894
1038
-1,241
1039
-5
1040
-9,238
1041
-2,478
1042
-12,549
1043
-3,263
1044
-2,859
1045
-20,489
1046
-20,766
1047
-2,628
1048
-4,144
1049
-6,731
1050
-10,919