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
126
$72.4M 0.11%
3,942,343
-707,697
127
$72.2M 0.11%
3,098,571
+31,339
128
$72.2M 0.11%
1,558,392
-51,882
129
$70.2M 0.11%
8,484,895
-147,387
130
$69M 0.1%
1,478,444
-549,062
131
$67.4M 0.1%
1,063,967
-29,538
132
$66.8M 0.1%
3,689,161
+476,820
133
$66.1M 0.1%
1,479,732
+71,581
134
$65.7M 0.1%
2,390,206
-24,716
135
$64.3M 0.1%
1,755,911
-293,802
136
$63.3M 0.1%
279,589
+5,233
137
$61.7M 0.09%
1,248,719
-27,195
138
$61.5M 0.09%
+1,858,308
139
$60.4M 0.09%
1,981,113
-815,302
140
$60.4M 0.09%
1,093,398
-8,947,912
141
$60.2M 0.09%
737,094
+69,585
142
$60M 0.09%
544,943
+137,664
143
$59.5M 0.09%
3,102,418
+190,688
144
$58.4M 0.09%
666,961
+18,035
145
$58.2M 0.09%
2,926,960
+326,673
146
$57.9M 0.09%
1,110,897
-48,520
147
$57.3M 0.09%
289,803
-7,765
148
$56.1M 0.08%
1,826,953
-9,684
149
$55.5M 0.08%
933,956
-22,300
150
$55.3M 0.08%
524,713
-12,801
4 5
6
7 8