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
151
$68.8M 0.07%
205,960
-4,734
152
$68.7M 0.07%
1,315,301
-72,726
153
$68.7M 0.07%
4,497,840
+338,570
154
$67.7M 0.07%
1,073,921
-185,360
155
$67.3M 0.07%
187,402
-3,639,963
156
$66.9M 0.07%
793,912
+102,790
157
$66.8M 0.07%
1,455,059
-41,193
158
$65.5M 0.06%
578,442
-46,663
159
$64.6M 0.06%
118,789
+853
160
$61.9M 0.06%
2,687,380
-110,816
161
$61.6M 0.06%
360,728
-12,753
162
$60.9M 0.06%
145,562
-8,530
163
$60.6M 0.06%
1,727,585
-588,021
164
$58.8M 0.06%
3,007,075
+869,610
165
$58.2M 0.06%
1,841,172
+38,472
166
$57.8M 0.06%
1,583,206
+149,745
167
$54.4M 0.05%
976,641
-40,513
168
$54.2M 0.05%
151,874
-5,016,208
169
$52.8M 0.05%
271,828
+30
170
$52.7M 0.05%
415,372
+14,589
171
$52.7M 0.05%
721,134
-36,984
172
$52.4M 0.05%
6,016,821
+45,546
173
$52.3M 0.05%
2,044,594
+213,897
174
$51.9M 0.05%
1,070,314
+250,576
175
$51.7M 0.05%
592,306
+2,530