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
1051
-1,610
1052
-9,189
1053
-6,297
1054
-1,798
1055
-6,894
1056
-1,241
1057
-5
1058
-9,238
1059
-86,685
1060
-2,123
1061
-9,798
1062
-3,426
1063
$0 ﹤0.01%
4,134,623
+578
1064
-17,212
1065
-130,529
1066
-2,264,275