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
126
$73.3M 0.09%
1,259,281
+12,489
127
$72.7M 0.09%
877,024
-47,470
128
$69.2M 0.09%
2,122,187
+2,104,416
129
$69.2M 0.09%
241,590
+95,495
130
$68.2M 0.08%
1,915,194
-203,532
131
$68M 0.08%
465,417
+86,676
132
$67.7M 0.08%
389,466
+89,462
133
$67.3M 0.08%
529,209
+81,314
134
$66.9M 0.08%
755,302
+50,656
135
$66.7M 0.08%
1,273,025
+852,891
136
$63.9M 0.08%
1,876,119
+1,793,768
137
$63M 0.08%
1,496,252
-164,968
138
$62.8M 0.08%
5,332,479
-2,635,568
139
$61.3M 0.08%
2,798,196
-205,086
140
$60.9M 0.08%
210,694
+39,117
141
$60.2M 0.07%
4,802,585
-2,926,941
142
$59.9M 0.07%
4,159,270
-291,562
143
$58.2M 0.07%
1,155,075
-38,457
144
$52.4M 0.07%
2,315,606
-73,198
145
$52.1M 0.06%
1,388,027
-132,828
146
$51.9M 0.06%
117,936
-1,526
147
$51.6M 0.06%
255,365
+48,654
148
$51.5M 0.06%
1,017,154
-30,236
149
$51.5M 0.06%
2,632,900
+175,350
150
$50.9M 0.06%
625,105
-96,309