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
301
$10M 0.01%
284,799
-3,012
302
$9.79M 0.01%
71,464
-4,775
303
$9.72M 0.01%
78,407
-87,035
304
$9.6M 0.01%
429,128
-9,975
305
$9.52M 0.01%
263,748
-800
306
$9.43M 0.01%
146,123
-3,869
307
$8.97M 0.01%
163,378
-4,200
308
$8.9M 0.01%
77,747
+579
309
$8.75M 0.01%
101,454
310
$8.65M 0.01%
188,452
+17,903
311
$8.57M 0.01%
131,332
-12,235
312
$8.54M 0.01%
55,073
-2,346
313
$8.47M 0.01%
210,958
314
$8.37M 0.01%
199,300
-14,900
315
$8.22M 0.01%
383,065
-15,535
316
$8.1M 0.01%
187,486
+14,728
317
$7.91M 0.01%
369,845
-699
318
$7.89M 0.01%
53,484
-1,390
319
$7.72M 0.01%
83,953
+116
320
$7.67M 0.01%
180,921
+5,328
321
$7.55M 0.01%
124,739
+9,285
322
$7.54M 0.01%
88,263
-2,074
323
$7.43M 0.01%
+184,060
324
$7.4M 0.01%
39,351
+4,209
325
$7.37M 0.01%
341,830