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
176
$41.5M 0.06%
753,015
+138,052
177
$41.2M 0.06%
1,479,678
-38,422
178
$40.2M 0.06%
1,056,535
-37,872
179
$40M 0.06%
461,804
+176,449
180
$39.9M 0.06%
492,167
-581,709
181
$39.6M 0.06%
581,447
-17,644
182
$38.3M 0.06%
691,992
-17,529,159
183
$38.1M 0.06%
313,975
+3,872
184
$38M 0.06%
490,305
-199,545
185
$37.5M 0.06%
712,562
-23,330
186
$37.3M 0.06%
+694,579
187
$37.2M 0.06%
1,069,352
-16,370
188
$37.1M 0.06%
468,318
+54,704
189
$36.5M 0.06%
2,395,338
-51,060
190
$35.7M 0.05%
2,268,691
+212,240
191
$35.2M 0.05%
465,952
-15,220
192
$34.3M 0.05%
263,929
+62,060
193
$33.8M 0.05%
1,792,407
-61,561
194
$33.6M 0.05%
335,699
-11,996
195
$33.3M 0.05%
266,877
-239,379
196
$32.9M 0.05%
1,920,000
-269,540
197
$32.6M 0.05%
460,155
+8,521
198
$31.6M 0.05%
369,993
-8,233
199
$31.3M 0.05%
2,056,611
-4,278
200
$30.5M 0.05%
599,363
+10,312
6 7
8
9 10