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
201
$40.5M 0.04%
573,605
-4,777
202
$39.1M 0.04%
569,602
+306,190
203
$38.5M 0.04%
16,371,023
+8,023,473
204
$37.9M 0.04%
+409,864
205
$37.9M 0.04%
3,368,031
+3,346,889
206
$36.2M 0.04%
197,349
-11,006
207
$35.8M 0.03%
312,087
-60,359
208
$34.1M 0.03%
2,149,291
-79,832
209
$33.9M 0.03%
252,428
+5,180
210
$33.4M 0.03%
359,234
-18,902
211
$31.9M 0.03%
679,430
-32,552
212
$31.9M 0.03%
2,814,464
+75,704
213
$31.6M 0.03%
+827,236
214
$31.6M 0.03%
140,732
-3,013
215
$31.3M 0.03%
2,158,581
+17,940
216
$31.1M 0.03%
164,374
+82,446
217
$30.8M 0.03%
423,263
-18,054
218
$30.4M 0.03%
2,861,508
-35,313
219
$29.8M 0.03%
794,655
-21,466
220
$29.6M 0.03%
678,836
+245,402
221
$29.6M 0.03%
1,122,788
-34,998
222
$29.4M 0.03%
138,252
-10,672
223
$28.9M 0.03%
316,836
-2,889
224
$28.3M 0.03%
1,056,671
-38,000
225
$28.2M 0.03%
175,630
-3,720