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
251
$19.8M 0.03%
85,035
-18,128
252
$19.8M 0.03%
237,373
+6,688
253
$19.6M 0.03%
450,562
-80,007
254
$19.3M 0.03%
574,935
-9,894
255
$18.7M 0.02%
300,425
+67,079
256
$18.3M 0.02%
132,396
-3,655
257
$17.6M 0.02%
418,065
-850
258
$17.6M 0.02%
70,134
-18,390
259
$17.4M 0.02%
216,956
+52,758
260
$17.3M 0.02%
1,268,683
+146,413
261
$17.1M 0.02%
98,117
-9,862
262
$16.4M 0.02%
170,187
-16,555
263
$16.3M 0.02%
371,606
-12,015
264
$16.3M 0.02%
416,814
-22,576
265
$16M 0.02%
219,111
-6,528
266
$15.9M 0.02%
147,464
+1,537
267
$15.9M 0.02%
181,565
-17,628
268
$15.7M 0.02%
609,000
-10,750
269
$15.4M 0.02%
183,270
-2,955
270
$15.4M 0.02%
61,000
-14,000
271
$14.9M 0.02%
239,816
+29,056
272
$14.9M 0.02%
87,857
-29,004
273
$14.8M 0.02%
297,991
+15,028
274
$14.6M 0.02%
890,775
+38,775
275
$14.5M 0.02%
452,654
+21,810