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
$189B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$358M
3 +$293M
4
KO icon
Coca-Cola
KO
+$290M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$220M

Top Sells

1 +$828M
2 +$679M
3 +$590M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$253M
5
PEP icon
PepsiCo
PEP
+$230M

Sector Composition

1 Technology 30%
2 Financials 12.45%
3 Consumer Discretionary 10.07%
4 Healthcare 9.87%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$378M 0.2%
4,592,459
+833,410
102
$364M 0.19%
57,554,739
+17,499,390
103
$358M 0.19%
3,928,031
+16,799
104
$351M 0.19%
725,779
-79,857
105
$343M 0.18%
1,589,861
-189,568
106
$300M 0.16%
2,634,815
-125,975
107
$298M 0.16%
9,644,064
+232,148
108
$293M 0.15%
4,972,733
+4,928,441
109
$291M 0.15%
3,753,757
-99,876
110
$288M 0.15%
3,547,735
+41,749
111
$288M 0.15%
18,162,145
+30,257
112
$285M 0.15%
8,482,298
-135,860
113
$281M 0.15%
15,299,305
-473,088
114
$267M 0.14%
16,726,313
-718,629
115
$263M 0.14%
3,624,042
-236,530
116
$258M 0.14%
164,016
+3,756
117
$253M 0.13%
1,647,215
-27,947
118
$253M 0.13%
1,726,913
-90,012
119
$244M 0.13%
1,687,635
-29,710
120
$244M 0.13%
4,113,523
-118,476
121
$242M 0.13%
69,268,813
+30,188,950
122
$233M 0.12%
6,492,719
+26,260
123
$230M 0.12%
3,985,799
+15,357
124
$224M 0.12%
3,621,039
+3,557,088
125
$223M 0.12%
3,459,620
-116,259