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
126
$222M 0.12%
5,881,124
-185,673
127
$221M 0.12%
4,608,146
+175,931
128
$218M 0.12%
1,439,448
+59,352
129
$204M 0.11%
455,120
+12,753
130
$203M 0.11%
4,695,049
+44,484
131
$199M 0.11%
1,067,062
-407,660
132
$199M 0.11%
841,211
+15,964
133
$195M 0.1%
4,357,344
+213,528
134
$192M 0.1%
4,076,048
-86,769
135
$189M 0.1%
1,751,405
+109,053
136
$188M 0.1%
2,197,593
-43,920
137
$187M 0.1%
4,770,690
+229,491
138
$181M 0.1%
4,206,573
-136,888
139
$181M 0.1%
743,480
+40,262
140
$180M 0.1%
579,012
+23,074
141
$180M 0.1%
390,094
+13,482
142
$164M 0.09%
1,991,003
+75,898
143
$163M 0.09%
17,343,246
-3,807,384
144
$152M 0.08%
3,208,214
-98,896
145
$150M 0.08%
840,969
-34,560
146
$148M 0.08%
1,908,735
-64,158
147
$144M 0.08%
1,430,609
+22,397
148
$143M 0.08%
621,259
-237
149
$137M 0.07%
1,075,176
+265,058
150
$136M 0.07%
1,564,640
-555,878