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
276
$4.3M 0.01%
+104,670
277
$4.13M 0.01%
+55,425
278
$3.99M 0.01%
+678,300
279
$3.95M 0.01%
+57,120
280
$3.91M 0.01%
+58,900
281
$3.87M 0.01%
+189,895
282
$3.53M 0.01%
+164,772
283
$3.5M 0.01%
+223,340
284
$3.46M 0.01%
+150,500
285
$3.42M 0.01%
+20,875
286
$3.33M 0.01%
+164,490
287
$3.17M 0.01%
+116,517
288
$2.91M 0.01%
+92,800
289
$2.85M 0.01%
+91,400
290
$2.77M 0.01%
+143,251
291
$2.77M 0.01%
+61,350
292
$2.75M 0.01%
+89,425
293
$2.68M 0.01%
+125,800
294
$2.25M 0.01%
+21,963
295
$2.22M 0.01%
+43,134
296
$2.21M 0.01%
+44,430
297
$2.2M 0.01%
+41,388
298
$2.15M 0.01%
+128,030
299
$2.15M 0.01%
+50,230
300
$1.97M 0.01%
+33,209
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