Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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 Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.3B
AUM Growth
+$3.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$678M
2 +$576M
3 +$520M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$385M
5
VOD icon
Vodafone
VOD
+$324M

Top Sells

1 +$971M
2 +$634M
3 +$594M
4
HD icon
Home Depot
HD
+$510M
5
QCOM icon
Qualcomm
QCOM
+$494M

Sector Composition

1 Financials 17.55%
2 Technology 13.55%
3 Healthcare 13.21%
4 Consumer Discretionary 8.47%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$95.7M 0.14%
2,207,100
-51,552
102
$95.1M 0.14%
1,821,435
-579,648
103
$95M 0.14%
575,531
-11,930
104
$94.2M 0.14%
1,232,677
-32,560
105
$94.2M 0.14%
3,073,016
-69,100
106
$93.7M 0.14%
3,210,092
-63,280
107
$86.6M 0.13%
4,175,381
+118,319
108
$86.1M 0.13%
10,779,106
-17,746
109
$84.8M 0.13%
711,717
-18,926
110
$84.1M 0.13%
2,286,059
-81,790
111
$83.6M 0.13%
3,487,246
-76,625
112
$83.2M 0.13%
1,347,820
-26,938
113
$82M 0.12%
1,673,450
-34,415
114
$80.2M 0.12%
682,073
-22,408
115
$80M 0.12%
4,820,957
-97,450
116
$79M 0.12%
8,385,379
-1,485
117
$79M 0.12%
754,495
+56,317
118
$78.2M 0.12%
2,213,126
+5,010
119
$78M 0.12%
1,477,535
-22,423
120
$77.8M 0.12%
2,232,591
-22,707
121
$77.5M 0.12%
1,079,846
-32,691
122
$75.3M 0.11%
800,459
-19,190
123
$73.8M 0.11%
2,459,293
+2,134,942
124
$72.6M 0.11%
3,439,894
+24,750
125
$72.5M 0.11%
1,184,808
-43,065