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
201
$58M 0.03%
+6,730,968
202
$57.9M 0.03%
123,637
+122,026
203
$57.2M 0.03%
1,072,579
-396,241
204
$57M 0.03%
1,638,444
-426,561
205
$56.9M 0.03%
212,702
-39,592
206
$56.8M 0.03%
790,027
-207,915
207
$55.6M 0.03%
6,575,552
-511,345
208
$55.4M 0.03%
850,176
-233,405
209
$55.3M 0.03%
1,833,592
-438,067
210
$55M 0.03%
371,568
-92,353
211
$54.3M 0.03%
1,887,337
-46,423
212
$53.5M 0.03%
4,958,054
-873,704
213
$52.6M 0.03%
2,040,977
-532,774
214
$52.3M 0.03%
305,564
-55,702
215
$51.8M 0.03%
1,378,264
-203,089
216
$50.6M 0.03%
419,143
-72,920
217
$50.2M 0.03%
1,061,265
-213,397
218
$49.3M 0.03%
1,945,775
-301,201
219
$49M 0.03%
1,656,396
-351,173
220
$47.8M 0.03%
1,320,005
-275,749
221
$47.6M 0.03%
266,280
-10,825
222
$47.1M 0.02%
422,804
-53,579
223
$46.9M 0.02%
3,276,704
-840,540
224
$46.9M 0.02%
455,981
-28,477
225
$46.6M 0.02%
502,287
-137,799