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
$80.6B
AUM Growth
-$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$743M
2
+$591M
3
+$519M
4
NKE icon
Nike
NKE
+$485M
5
DIS icon
Walt Disney
DIS
+$427M

Top Sells

1
+$1.39B
2
+$1.3B
3
+$473M
4
HSBC icon
HSBC
HSBC
+$433M
5
PG icon
Procter & Gamble
PG
+$402M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 10.99%
3 Financials 10.93%
4 Healthcare 10.39%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$115M 0.14%
1,212,738
-91,949
102
$114M 0.14%
811,664
-56,644
103
$109M 0.14%
3,583,974
+252,306
104
$108M 0.13%
1,057,651
-97,326
105
$104M 0.13%
212,553
+210,886
106
$98.8M 0.12%
648,761
-75,812
107
$97.6M 0.12%
1,081,799
+918,007
108
$95.9M 0.12%
3,604,868
-238,220
109
$94.6M 0.12%
1,736,323
-37,117
110
$93.3M 0.12%
1,612,619
-22,842
111
$89.2M 0.11%
2,674,882
+166,764
112
$86.9M 0.11%
863,540
-55,551
113
$84.8M 0.11%
2,547,170
+93,423
114
$84.8M 0.11%
1,136,162
-94,782
115
$82.8M 0.1%
530,711
+374,833
116
$81.4M 0.1%
1,879,850
+165,210
117
$79.1M 0.1%
266,112
-31,547
118
$79.1M 0.1%
1,214,881
-97,989
119
$78.1M 0.1%
968,820
-48,471
120
$77.4M 0.1%
537,071
-38,919
121
$76.9M 0.1%
209,320
-25,699
122
$75.2M 0.09%
1,020,275
-22,067
123
$74.9M 0.09%
380,414
-19,672
124
$74.7M 0.09%
1,630,993
+1,626,304
125
$74M 0.09%
211,144
-13,499
3 4
5
6 7