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
201
$27.3M 0.03%
441,317
-6,877
202
$26.4M 0.03%
1,332,759
-47,015
203
$26.2M 0.03%
883,553
-8,654
204
$26.1M 0.03%
2,140,641
-60,637
205
$25.7M 0.03%
292,763
+127
206
$24.4M 0.03%
211,921
+11,830
207
$24.4M 0.03%
182,020
-2,922
208
$23.8M 0.03%
819,738
-56,752
209
$23.4M 0.03%
3,421,087
+568,403
210
$22.8M 0.03%
711,506
-51,464
211
$22.5M 0.03%
259,372
-2,526
212
$22.5M 0.03%
148,924
+44,890
213
$21.6M 0.03%
319,725
+12,933
214
$20.8M 0.03%
6,308,254
+612,936
215
$20.4M 0.03%
599,884
-6,098
216
$19.8M 0.02%
1,293,876
-9,631
217
$19.8M 0.02%
179,350
-4,321
218
$19.7M 0.02%
1,094,671
-87,992
219
$19.3M 0.02%
296,733
-24,664
220
$19.1M 0.02%
1,157,786
-302,661
221
$19.1M 0.02%
143,745
+1,586
222
$18.9M 0.02%
2,738,760
+316,885
223
$18.9M 0.02%
554,949
-1,165,544
224
$18.3M 0.02%
1,166,574
-126,101
225
$18M 0.02%
313,952
+19,318