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
151
$55.1M 0.08%
1,010,060
-21,250
152
$54.9M 0.08%
2,500,340
+2,011,889
153
$54.4M 0.08%
1,258,644
-30,075
154
$53.8M 0.08%
625,694
-20,728
155
$53M 0.08%
4,963,151
-161,380
156
$52.8M 0.08%
724,646
-17,155
157
$51.2M 0.08%
628,384
+49,461
158
$50.9M 0.08%
679,523
-16,840
159
$50.8M 0.08%
7,522,105
+333,750
160
$50.6M 0.08%
647,581
-16,110
161
$50.4M 0.08%
451,356
+119,585
162
$49.8M 0.08%
686,519
+3,604
163
$49.5M 0.07%
736,109
-1,555
164
$49.4M 0.07%
402,883
-592
165
$49.2M 0.07%
357,385
+22,663
166
$47.3M 0.07%
818,491
-27,352
167
$46.8M 0.07%
443,884
+215
168
$46.3M 0.07%
457,572
-6,140
169
$46.2M 0.07%
109,403
+629
170
$46.1M 0.07%
741,988
-12,645
171
$45.6M 0.07%
1,486,880
-42,540
172
$44.3M 0.07%
689,710
-18,820
173
$43.7M 0.07%
289,572
+1,543
174
$42.7M 0.06%
334,151
+25,995
175
$42M 0.06%
317,551
-14,920
5 6
7
8 9