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
$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
1
$5.22B 5.1%
57,247,520
+1,182,468
2
$4.55B 4.44%
33,006,580
+620,300
3
$4.45B 4.34%
21,853,102
+396,758
4
$4.05B 3.96%
20,979,235
+660,147
5
$3B 2.92%
31,497,520
+3,539,051
6
$2.92B 2.85%
13,549,626
+285,277
7
$2.33B 2.27%
5,344,469
+212,586
8
$2.17B 2.12%
30,642,800
+753,780
9
$2.16B 2.1%
11,506,350
+632,852
10
$1.98B 1.93%
14,720,318
-171,909
11
$1.72B 1.67%
28,665,401
+863,417
12
$1.7B 1.66%
9,744,668
+2,741,321
13
$1.67B 1.63%
29,499,743
-174,524
14
$1.6B 1.56%
6,391,543
+183,830
15
$1.55B 1.51%
3,406,249
+161,395
16
$1.39B 1.36%
14,608,262
+569,150
17
$1.32B 1.29%
33,129,471
+886,755
18
$1.3B 1.27%
3,545,831
+92,254
19
$1.15B 1.12%
3,895,062
+335,057
20
$1.11B 1.08%
7,938,340
+209,955
21
$1.01B 0.99%
30,965,664
+315,554
22
$1.01B 0.99%
9,086,531
+4,581,961
23
$995M 0.97%
3,282,895
+206,856
24
$953M 0.93%
20,441,192
-528,300
25
$940M 0.92%
4,139,683
+287,288