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 Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.05B
2
+$940M
3
+$872M
4
PFE icon
Pfizer
PFE
+$861M
5
AXP icon
American Express
AXP
+$812M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.04%
2 Technology 14.87%
3 Healthcare 12.6%
4 Consumer Staples 8.81%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.18M 0.02%
+256,860
227
$9.07M 0.02%
+158,684
228
$9.05M 0.02%
+172,424
229
$8.99M 0.02%
+84,456
230
$8.84M 0.02%
+192,445
231
$8.78M 0.02%
+151,560
232
$8.38M 0.02%
+176,016
233
$8.36M 0.02%
+213,985
234
$8.35M 0.02%
+209,232
235
$7.99M 0.02%
+271,925
236
$7.88M 0.02%
+226,688
237
$7.69M 0.02%
+212,243
238
$7.69M 0.02%
+169,630
239
$7.66M 0.02%
+267,596
240
$7.64M 0.02%
+139,314
241
$7.53M 0.02%
+231,728
242
$7.3M 0.02%
+129,516
243
$7.26M 0.02%
+113,853
244
$7.26M 0.02%
+85,035
245
$7.23M 0.02%
+423,552
246
$7.2M 0.02%
+173,893
247
$7M 0.02%
+169,245
248
$6.97M 0.02%
+68,813
249
$6.96M 0.02%
+93,486
250
$6.86M 0.02%
+960,123
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