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
276
$13.4M 0.02%
224,206
-1,800
277
$13.3M 0.02%
136,006
-6,690
278
$13.3M 0.02%
682,509
-697
279
$13.3M 0.02%
164,198
-24,714
280
$13.1M 0.02%
225,639
-17,636
281
$13M 0.02%
193,301
+14,726
282
$13M 0.02%
222,156
-104
283
$12.8M 0.02%
121,249
+101,979
284
$12.7M 0.02%
303,861
+840
285
$12.7M 0.02%
213,172
+56,696
286
$12.6M 0.02%
93,161
-5,400
287
$12.6M 0.02%
+251,533
288
$12.5M 0.02%
929,944
-1,044,304
289
$12.4M 0.02%
189,188
-12,300
290
$12.3M 0.02%
215,389
+210,624
291
$12M 0.02%
137,942
-738
292
$11.8M 0.02%
627,828
+71,373
293
$11.8M 0.02%
157,133
-3,141
294
$11.8M 0.02%
659,660
+54,830
295
$11.6M 0.02%
168,231
-2,128
296
$11.4M 0.01%
45,725
-2,892
297
$11.4M 0.01%
560,373
-22,848
298
$10.6M 0.01%
131,543
-11,991
299
$10.5M 0.01%
113,730
-2,346
300
$10.3M 0.01%
207,100
-12,394