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
176
$38.4M 0.05%
372,446
-8,124
177
$37.5M 0.05%
5,329,691
+29,579
178
$37.1M 0.05%
589,776
-45,465
179
$37.1M 0.05%
293,711
-53,851
180
$36.9M 0.05%
1,434,050
-97,567
181
$36.7M 0.05%
237,666
-14,189
182
$36.1M 0.04%
2,137,465
-249,662
183
$36.1M 0.04%
9,129,022
-790,743
184
$35.6M 0.04%
2,229,123
-142,748
185
$35M 0.04%
1,824,497
-126,162
186
$34.7M 0.04%
1,137,898
-47,025
187
$33.9M 0.04%
585,958
-45,026
188
$31.8M 0.04%
711,982
+14,272
189
$31.6M 0.04%
2,896,821
-45,650
190
$31.6M 0.04%
578,382
-69,342
191
$31.4M 0.04%
247,248
-12,028
192
$31.1M 0.04%
208,355
-3,584
193
$30.1M 0.04%
1,402,314
-77,235
194
$29.9M 0.04%
816,121
+1,774
195
$29.6M 0.04%
93,625
+2,848
196
$28.5M 0.04%
2,132,366
+1,117,546
197
$28.3M 0.04%
1,971,114
-143,756
198
$28.1M 0.03%
1,191,944
-64,894
199
$27.7M 0.03%
378,136
-38,402
200
$27.3M 0.03%
235,241
-3,325
6 7
8
9 10