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
301
$10.7M 0.01%
207,133
+33
302
$10.4M 0.01%
296,665
+11,866
303
$10.3M 0.01%
111,558
-2,172
304
$10.3M 0.01%
138,103
-19,030
305
$10.1M 0.01%
597,584
-30,244
306
$9.98M 0.01%
128,010
-3,533
307
$9.88M 0.01%
1,077,957
-40,684
308
$9.84M 0.01%
217,140
+6,182
309
$9.8M 0.01%
70,556
-908
310
$9.76M 0.01%
498,014
-62,359
311
$9.51M 0.01%
202,324
+13,872
312
$9.35M 0.01%
80,941
+3,194
313
$9.08M 0.01%
+68,600
314
$8.99M 0.01%
142,786
-3,337
315
$8.97M 0.01%
272,544
+8,796
316
$8.76M 0.01%
127,675
-3,657
317
$8.37M 0.01%
390,779
-38,349
318
$8.32M 0.01%
55,678
+605
319
$8.16M 0.01%
+316,000
320
$8.1M 0.01%
199,300
321
$8.08M 0.01%
178,205
-9,281
322
$8.01M 0.01%
96,441
-5,013
323
$7.98M 0.01%
380,192
-2,873
324
$7.98M 0.01%
133,863
+18,419
325
$7.93M 0.01%
369,544
-301