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
$75.4B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$436M
3 +$305M
4
AXP icon
American Express
AXP
+$198M
5
CAA
CalAtlantic Group, Inc.
CAA
+$123M

Sector Composition

1 Financials 16.58%
2 Technology 14.9%
3 Healthcare 12.05%
4 Consumer Discretionary 9.38%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.9M 0.03%
146,064
+33,977
227
$24.7M 0.03%
754,736
-13,229
228
$24.7M 0.03%
296,777
-20,643
229
$24.7M 0.03%
431,472
-28,848
230
$24.3M 0.03%
193,106
-19,362
231
$24.2M 0.03%
404,157
+92,188
232
$24.2M 0.03%
611,133
+427,073
233
$24.2M 0.03%
1,423,781
-23,539
234
$24.1M 0.03%
+1,518,084
235
$23.9M 0.03%
969,792
-12,681
236
$23.9M 0.03%
549,269
-802
237
$23.6M 0.03%
1,166,629
+2,921
238
$23.5M 0.03%
175,137
+32,575
239
$22.8M 0.03%
11,779,256
+795,677
240
$22.7M 0.03%
+5,251,647
241
$22.5M 0.03%
209,458
-12,907
242
$21.9M 0.03%
+923,928
243
$21.7M 0.03%
502,751
-4,050
244
$21.6M 0.03%
556,313
-22,154
245
$21.5M 0.03%
+373,020
246
$21.4M 0.03%
293,163
-9,642
247
$21.4M 0.03%
456,658
+450,905
248
$21.2M 0.03%
651,814
+7,477
249
$20.5M 0.03%
522,756
-15,369
250
$19.9M 0.03%
377,863
-51,705