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
$76.6B
AUM Growth
+$5.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$467M
2 +$287M
3 +$246M
4
JPM icon
JPMorgan Chase
JPM
+$243M
5
CMCSA icon
Comcast
CMCSA
+$233M

Sector Composition

1 Financials 17.23%
2 Technology 13.84%
3 Healthcare 11.95%
4 Consumer Discretionary 8.3%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.2M 0.03%
644,337
-16,260
227
$24.1M 0.03%
231,106
-34,589
228
$23.4M 0.03%
361,861
-2,976
229
$23.4M 0.03%
164,046
+71,057
230
$23.2M 0.03%
538,125
-8,263
231
$22.6M 0.03%
302,805
+95,627
232
$22.6M 0.03%
302,322
-47,242
233
$22.5M 0.03%
10,983,579
+442,667
234
$22.3M 0.03%
584,829
-4,405
235
$22.3M 0.03%
212,468
-11,729
236
$22.1M 0.03%
103,163
-5,629
237
$22.1M 0.03%
639,966
-11,998
238
$21.5M 0.03%
1,447,320
-12,525
239
$21.2M 0.03%
107,979
-1,732
240
$21.1M 0.03%
399,445
-48,874
241
$20.1M 0.03%
578,467
+3,340
242
$20M 0.03%
136,051
-3,854
243
$20M 0.03%
429,568
-3,112
244
$19.7M 0.03%
88,524
-3,002
245
$19.6M 0.03%
383,621
-26,654
246
$19.5M 0.03%
112,087
-17,305
247
$19.3M 0.03%
230,685
+2,036
248
$19.1M 0.03%
142,562
-11,223
249
$18.1M 0.02%
619,750
-4,000
250
$17.9M 0.02%
116,861
-6,345