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
151
$50.8M 0.06%
1,372,721
-113,521
152
$50.3M 0.06%
2,212,978
-151,732
153
$49.8M 0.06%
373,481
-52,303
154
$49.6M 0.06%
1,802,700
-213,465
155
$48.6M 0.06%
512,640
-3,590
156
$48.5M 0.06%
982,315
-664,414
157
$47.7M 0.06%
2,647,531
-185,583
158
$47.7M 0.06%
691,122
-75,292
159
$47.7M 0.06%
758,118
-13,521
160
$47.4M 0.06%
154,092
-16,200
161
$46.7M 0.06%
1,528,982
+31,574
162
$45.6M 0.06%
5,971,275
+591,321
163
$45.5M 0.06%
1,072,225
-23,514
164
$45M 0.06%
+271,798
165
$45M 0.06%
2,486,526
-34,696
166
$44.8M 0.06%
1,467,283
-66,720
167
$44.2M 0.05%
503,286
+494,902
168
$43.7M 0.05%
1,433,461
+122,870
169
$43.4M 0.05%
2,377,026
-205,616
170
$43.3M 0.05%
1,830,697
-82,202
171
$42.5M 0.05%
399,049
+4,208
172
$41.4M 0.05%
814,533
-158,213
173
$41.2M 0.05%
844,005
-17,829
174
$41M 0.05%
283,700
+29,907
175
$40M 0.05%
400,783
+68,098
5 6
7
8 9