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
$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
1
$10.5B 5.57%
54,702,300
+1,067,587
2
$9.54B 5.05%
25,381,692
+403,409
3
$6.35B 3.36%
41,781,324
+428,106
4
$6.31B 3.34%
45,178,075
+1,429,261
5
$5.94B 3.14%
73,066,770
+4,407,258
6
$4.43B 2.34%
89,419,350
+5,921,990
7
$4.18B 2.21%
28,338,223
+570,035
8
$3.92B 2.07%
14,905,462
+736,986
9
$3.76B 1.99%
4,967,958
+95,795
10
$3.23B 1.71%
31,060,369
+422,976
11
$3.05B 1.61%
8,790,895
+184,480
12
$2.72B 1.44%
4,553,911
+10,204
13
$2.65B 1.4%
4,542,089
+85,015
14
$2.41B 1.27%
8,139,040
+173,108
15
$2.38B 1.26%
21,292,370
+772,900
16
$2.37B 1.25%
55,656,836
+976,592
17
$2.33B 1.23%
29,735,160
+867,210
18
$2.32B 1.23%
8,900,179
+166,767
19
$2.13B 1.13%
5,516,093
+150,532
20
$2.01B 1.06%
11,836,898
+450,098
21
$2B 1.06%
4,115,613
+72,807
22
$1.95B 1.03%
3,114,975
+270,432
23
$1.94B 1.03%
18,421,284
-364,023
24
$1.93B 1.02%
5,449,850
+407,412
25
$1.89B 1%
20,228,334
+495,055