Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$2.53B 3.82%
21,030,932
+1,310,959
2
$1.65B 2.48%
34,010,220
-6,484,900
3
$1.52B 2.29%
11,499,415
+405,517
4
$1.52B 2.29%
42,234,436
-4,319,144
5
$1.51B 2.27%
9,879,996
-113,604
6
$1.46B 2.21%
15,616,151
+452,183
7
$1.45B 2.19%
10,318,873
+4,813,431
8
$1.21B 1.82%
34,471,281
+6,281,847
9
$1.15B 1.73%
6,419,199
+394,403
10
$1.14B 1.72%
35,873,272
+1,344,727
11
$1.1B 1.66%
16,005,206
-2,647,326
12
$1.07B 1.61%
5,990,159
-75,926
13
$950M 1.43%
20,430,120
-997,140
14
$947M 1.43%
11,247,348
+368,347
15
$817M 1.23%
5,327,142
-3,322,656
16
$774M 1.17%
5,173,054
+600,886
17
$753M 1.13%
8,635,829
+370,067
18
$715M 1.08%
10,420,749
+2,697,400
19
$708M 1.07%
16,276,948
-50,130
20
$702M 1.06%
20,791,355
+623,698
21
$682M 1.03%
40,167,025
+2,639,249
22
$681M 1.03%
23,702,619
+11,281,706
23
$676M 1.02%
6,462,281
+238,908
24
$667M 1.01%
5,775,278
+277,607
25
$653M 0.99%
13,638,458
+1,022,953