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
251
$6.84M 0.02%
+498,914
252
$6.83M 0.02%
+199,160
253
$6.83M 0.02%
+106,010
254
$6.82M 0.02%
+229,000
255
$6.81M 0.02%
+384,300
256
$6.74M 0.02%
+110,985
257
$6.67M 0.02%
+53,376
258
$6.67M 0.02%
+572,934
259
$6.35M 0.02%
+138,510
260
$6.31M 0.02%
+99,627
261
$6.29M 0.02%
+170,165
262
$6.26M 0.02%
+69,409
263
$5.98M 0.02%
+37,253
264
$5.86M 0.02%
+75,325
265
$5.85M 0.02%
+50,909
266
$5.81M 0.02%
+47,549
267
$5.68M 0.01%
+141,398
268
$5.68M 0.01%
+393,595
269
$5.66M 0.01%
+472,840
270
$5.54M 0.01%
+68,874
271
$5.32M 0.01%
+157,198
272
$5.06M 0.01%
+116,761
273
$4.97M 0.01%
+607,076
274
$4.94M 0.01%
+133,716
275
$4.8M 0.01%
+425,551
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