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
276
$14.5M 0.02%
316,415
+12,554
277
$14.4M 0.02%
163,000
-34,000
278
$13.7M 0.02%
205,568
+16,380
279
$13.6M 0.02%
251,292
+38,120
280
$13.3M 0.02%
264,107
+12,574
281
$13.1M 0.02%
508,320
-2,841
282
$12.9M 0.02%
345,109
-25,007
283
$12.8M 0.02%
221,797
-2,409
284
$12.8M 0.02%
220,480
-1,676
285
$12.6M 0.02%
157,843
+125,233
286
$12.5M 0.02%
126,065
+4,816
287
$12.5M 0.02%
237,382
+21,993
288
$12.3M 0.02%
666,099
-16,410
289
$12.2M 0.02%
145,881
+7,939
290
$12.2M 0.02%
232,407
-28,865
291
$12M 0.02%
648,692
-21,966
292
$11.9M 0.02%
396,150
-69,233
293
$11.8M 0.02%
46,405
+680
294
$11.8M 0.02%
145,710
-22,521
295
$11.7M 0.02%
110,247
-16,178
296
$11.6M 0.02%
117,901
-18,105
297
$11.6M 0.02%
688,084
+28,424
298
$11.5M 0.02%
93,268
-3,523,616
299
$11.3M 0.02%
177,163
-16,138
300
$10.7M 0.01%
78,902
-14,259