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
301
$1.89M ﹤0.01%
+41,900
302
$1.67M ﹤0.01%
+49,125
303
$1.61M ﹤0.01%
+65,925
304
$1.61M ﹤0.01%
+27,071
305
$1.57M ﹤0.01%
+18,288
306
$1.47M ﹤0.01%
+17,079
307
$1.45M ﹤0.01%
+35,750
308
$1.42M ﹤0.01%
+21,614
309
$1.36M ﹤0.01%
+57,407
310
$1.35M ﹤0.01%
+8
311
$1.32M ﹤0.01%
+12,795
312
$1.27M ﹤0.01%
+17,922
313
$1.26M ﹤0.01%
+17,242
314
$1.24M ﹤0.01%
+40,260
315
$1.17M ﹤0.01%
+17,521
316
$1.09M ﹤0.01%
+13,180
317
$1.08M ﹤0.01%
+49,576
318
$1.05M ﹤0.01%
+23,100
319
$1.04M ﹤0.01%
+12,138
320
$993K ﹤0.01%
+8,383
321
$968K ﹤0.01%
+15,997
322
$875K ﹤0.01%
+21,446
323
$872K ﹤0.01%
+11,137
324
$869K ﹤0.01%
+7,761
325
$861K ﹤0.01%
+26,276
11 12
13
14 15