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
251
$17.9M 0.02%
222,365
+1,460
252
$17.8M 0.02%
370,116
-15,488
253
$17.8M 0.02%
418,915
-34,850
254
$17.8M 0.02%
311,969
-34,536
255
$17.6M 0.02%
186,742
-11,569
256
$17.4M 0.02%
365,481
-1,197
257
$17.4M 0.02%
199,193
-20,792
258
$16.9M 0.02%
233,346
-27,676
259
$16.9M 0.02%
186,225
-3,491
260
$16.4M 0.02%
511,161
-190,733
261
$16.2M 0.02%
75,000
-8
262
$15.9M 0.02%
1,122,270
-55,584
263
$15.9M 0.02%
261,272
-29,112
264
$15.7M 0.02%
197,000
265
$15.7M 0.02%
436,100
+100
266
$15.3M 0.02%
145,927
-3,585
267
$15.3M 0.02%
852,000
268
$15.1M 0.02%
210,760
+134,215
269
$15M 0.02%
439,390
+25,167
270
$14.8M 0.02%
126,425
-7,738
271
$14.7M 0.02%
282,963
+62,564
272
$14.2M 0.02%
670,658
+14,926
273
$14M 0.02%
1,118,641
+20,656
274
$13.7M 0.02%
465,383
-15,833,935
275
$13.7M 0.02%
430,844
-26,425