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

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
126
$93.1M 0.09%
1,712,195
-24,128
127
$91.7M 0.09%
829,621
-139,199
128
$88.4M 0.09%
195,771
-15,373
129
$84.8M 0.08%
2,765,114
+278,588
130
$84.4M 0.08%
+468,369
131
$83.6M 0.08%
625,745
-355,406
132
$82.6M 0.08%
1,632,338
-282,856
133
$82.5M 0.08%
303,589
-76,825
134
$82M 0.08%
181,737
-110,261
135
$81.8M 0.08%
745,286
-118,254
136
$81.3M 0.08%
815,498
-320,664
137
$80.2M 0.08%
2,584,804
-3,157,553
138
$79.5M 0.08%
148,184
-61,136
139
$79.2M 0.08%
1,317,111
-295,508
140
$79.2M 0.08%
1,326,946
-45,775
141
$78.9M 0.08%
660,251
-838,385
142
$78.7M 0.08%
966,043
-54,232
143
$78.3M 0.08%
3,383,629
+736,098
144
$77M 0.08%
1,160,147
-54,734
145
$75.4M 0.07%
505,339
-23,870
146
$74.7M 0.07%
241,261
-14,104
147
$70.7M 0.07%
12,816,751
+3,687,729
148
$70.3M 0.07%
+1,055,468
149
$69.5M 0.07%
1,111,156
-43,919
150
$68.8M 0.07%
221,400
-44,712