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
201
$30.2M 0.05%
779,555
-18,201
202
$29.8M 0.04%
762,293
-16,044
203
$29.7M 0.04%
2,090,134
+17,858
204
$29.6M 0.04%
109,129
-285
205
$29.2M 0.04%
487,980
+76,940
206
$28.3M 0.04%
162,636
+92,348
207
$28.3M 0.04%
507,027
-159,237
208
$28.2M 0.04%
911,342
-1,187
209
$28.1M 0.04%
523,106
+53,784
210
$27.7M 0.04%
997,473
-25,865
211
$27.7M 0.04%
616,787
-10,181,790
212
$27.6M 0.04%
+358,949
213
$27.6M 0.04%
378,214
-537
214
$27.2M 0.04%
784,446
+411,307
215
$25.9M 0.04%
257,068
-4,978
216
$25.8M 0.04%
702,741
+28,185
217
$25.6M 0.04%
327,885
-15,782
218
$25.5M 0.04%
830,196
-12,909
219
$25.1M 0.04%
1,285,083
220
$24.7M 0.04%
612,018
+190,352
221
$24.3M 0.04%
417,087
-3,203
222
$23.4M 0.04%
349,290
-1,668
223
$23.2M 0.04%
168,722
-726
224
$23.1M 0.03%
1,059,138
+63,726
225
$22M 0.03%
628,050
-14,685