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
$102B
AUM Growth
+$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1
+$705M
2
+$691M
3
+$684M
4
DIS icon
Walt Disney
DIS
+$511M
5
TM icon
Toyota
TM
+$482M

Top Sells

1
+$1.79B
2
+$1.41B
3
+$1.32B
4
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$1.31B
5
FIYY
Barclays ETN+ FI Enhanced Global High Yield ETN Series B
FIYY
+$777M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 12.64%
3 Financials 11.77%
4 Healthcare 10.94%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$138M 0.13%
1,310,492
+37,467
102
$137M 0.13%
40,370,476
+1,949,053
103
$133M 0.13%
37,870,081
-21,272,669
104
$129M 0.13%
28,470,945
-2,461,367
105
$128M 0.12%
534,429
+3,718
106
$126M 0.12%
685,386
-270,724
107
$122M 0.12%
+2,142,813
108
$118M 0.12%
881,023
-176,628
109
$117M 0.11%
1,932,020
+301,027
110
$109M 0.11%
34,640,299
-21,752,956
111
$108M 0.11%
4,525,760
+1,892,860
112
$107M 0.1%
2,816,736
+439,710
113
$104M 0.1%
2,073,965
+194,115
114
$104M 0.1%
2,684,359
+9,477
115
$103M 0.1%
998,734
-214,004
116
$103M 0.1%
375,870
-13,596
117
$102M 0.1%
667,284
-144,380
118
$102M 0.1%
252,450
+10,860
119
$99.1M 0.1%
1,474,167
-54,815
120
$98.7M 0.1%
701,710
-782,444
121
$97.5M 0.1%
517,238
-19,833
122
$97.1M 0.09%
427,624
-221,137
123
$96.7M 0.09%
550,799
+85,382
124
$95.2M 0.09%
2,711,424
+589,237
125
$94.3M 0.09%
+4,244,437
3 4
5
6 7