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
$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
1
$3.56B 4.42%
56,065,052
-70,424
2
$3.38B 4.2%
21,456,344
+125,646
3
$3.27B 4.06%
20,319,088
+116,273
4
$3.16B 3.92%
32,386,280
-2,940,480
5
$2.58B 3.2%
13,264,349
+83,823
6
$2.43B 3.02%
27,958,469
+2,377,638
7
$1.84B 2.28%
14,892,227
-279,696
8
$1.74B 2.15%
29,889,020
+510,440
9
$1.63B 2.03%
5,131,883
+1,003,724
10
$1.57B 1.94%
10,873,498
+3,606,319
11
$1.5B 1.87%
27,801,984
+800,621
12
$1.42B 1.76%
29,674,267
-1,030,476
13
$1.22B 1.51%
32,242,716
-824,529
14
$1.22B 1.51%
3,244,854
+1,040,780
15
$1.2B 1.49%
14,039,112
+278,155
16
$1.17B 1.46%
5,168,082
-149,748
17
$1.16B 1.44%
6,207,713
+101,068
18
$1.08B 1.34%
9,364,815
+302,663
19
$923M 1.14%
30,650,110
+473,726
20
$912M 1.13%
9,175,475
+952,274
21
$904M 1.12%
3,453,577
+922,387
22
$886M 1.1%
3,827,365
-110,511
23
$877M 1.09%
3,076,039
+37,808
24
$860M 1.07%
3,560,005
+3,077,542
25
$854M 1.06%
7,728,385
+73,849