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
326
$826K ﹤0.01%
+10,708
327
$808K ﹤0.01%
+28,930
328
$767K ﹤0.01%
+14,728
329
$759K ﹤0.01%
+9,015
330
$757K ﹤0.01%
+56,472
331
$757K ﹤0.01%
+10,386
332
$706K ﹤0.01%
+8,159
333
$686K ﹤0.01%
+12,381
334
$652K ﹤0.01%
+22,839
335
$648K ﹤0.01%
+14,503
336
$633K ﹤0.01%
+6,413
337
$628K ﹤0.01%
+19,708
338
$593K ﹤0.01%
+15,130
339
$588K ﹤0.01%
+21,312
340
$582K ﹤0.01%
+12,448
341
$575K ﹤0.01%
+14,636
342
$550K ﹤0.01%
+13,875
343
$541K ﹤0.01%
+8,370
344
$532K ﹤0.01%
+644
345
$528K ﹤0.01%
+9,030
346
$518K ﹤0.01%
+4,779
347
$516K ﹤0.01%
+9,004
348
$500K ﹤0.01%
+54,220
349
$495K ﹤0.01%
+9,902
350
$494K ﹤0.01%
+8,391