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
176
$51.4M 0.05%
508,493
-4,147
177
$51.2M 0.05%
3,600,896
-1,201,689
178
$50.6M 0.05%
2,114,378
-98,600
179
$50.3M 0.05%
383,871
-15,178
180
$50M 0.05%
1,380,856
-53,194
181
$49.9M 0.05%
2,657,139
+686,025
182
$49.1M 0.05%
1,022,720
-49,505
183
$47.9M 0.05%
375,214
+206,439
184
$47.5M 0.05%
1,462,445
+60,131
185
$47.5M 0.05%
1,074,247
-63,651
186
$47.4M 0.05%
271,604
-22,107
187
$47M 0.05%
303,047
+19,347
188
$46.8M 0.05%
3,606,154
+185,067
189
$45.5M 0.04%
2,982,832
+850,466
190
$44.3M 0.04%
1,798,930
-25,567
191
$44.3M 0.04%
560,023
-25,935
192
$43.8M 0.04%
796,722
-185,593
193
$43.6M 0.04%
6,438,309
+1,108,618
194
$42.3M 0.04%
1,478,555
+286,611
195
$42.3M 0.04%
737,255
-77,278
196
$41.8M 0.04%
1,403,438
-63,845
197
$41.4M 0.04%
6,762,563
+454,309
198
$41M 0.04%
+2,343,691
199
$40.9M 0.04%
1,202,764
+319,211
200
$40.9M 0.04%
408,224
-347,078