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 Fund
S&P 500
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
176
$85.9M 0.05%
986,651
-242,478
177
$85.3M 0.05%
2,364,336
-77,923
178
$83.5M 0.04%
841,285
+28,132
179
$80.6M 0.04%
591,013
-98,419
180
$79.9M 0.04%
2,349,845
-464,170
181
$78.4M 0.04%
1,593,175
+392,919
182
$77M 0.04%
1,064,770
-27,513
183
$76.7M 0.04%
1,293,999
-96,884
184
$74.7M 0.04%
344,159
-59,703
185
$74.1M 0.04%
2,844,255
+2,429,169
186
$73.1M 0.04%
1,014,418
+111,749
187
$70.4M 0.04%
1,186,560
+318,487
188
$70M 0.04%
3,921,248
+391,933
189
$69.5M 0.04%
1,572,360
-225,524
190
$66.1M 0.03%
165,759
-22,045
191
$66.1M 0.03%
1,437,584
-185,074
192
$65.4M 0.03%
774,714
-126,512
193
$65M 0.03%
1,821,657
-137,229
194
$64.2M 0.03%
978,752
-43,204
195
$63.3M 0.03%
987,106
-38,141
196
$62.2M 0.03%
418,063
-115,220
197
$60.9M 0.03%
711,667
-150,953
198
$60.8M 0.03%
539,743
-84,327
199
$59.9M 0.03%
2,499,745
-519,559
200
$58.9M 0.03%
3,485,386
-701,744