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
151
$133M 0.07%
6,496,793
-1,246,659
152
$132M 0.07%
3,672,896
-88,461
153
$131M 0.07%
2,099,686
-571,139
154
$131M 0.07%
2,165,527
+5,428
155
$130M 0.07%
1,390,535
-28,581
156
$127M 0.07%
571,381
-15,719
157
$125M 0.07%
817,018
-218,871
158
$124M 0.07%
4,277,722
-85,936
159
$123M 0.07%
990,545
-21,077
160
$121M 0.06%
14,737,776
-426,615
161
$112M 0.06%
2,075,745
-110,248
162
$106M 0.06%
486,658
-102,744
163
$105M 0.06%
185,088
+2,750
164
$101M 0.05%
1,764,661
-323,093
165
$99.8M 0.05%
4,733,888
-159,227
166
$98.5M 0.05%
414,062
-1,474
167
$98.1M 0.05%
1,096,107
-6,727
168
$97.2M 0.05%
1,334,275
-234,937
169
$97.1M 0.05%
1,404,748
-233,736
170
$94.4M 0.05%
870,158
-23,280
171
$93.6M 0.05%
+1,137,890
172
$93.1M 0.05%
429,021
+15,633
173
$92.1M 0.05%
807,145
-173,575
174
$91.1M 0.05%
3,060,443
-48,668
175
$91.1M 0.05%
1,032,254
-19,889