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
326
$7.27M 0.01%
1,000,529
-6,547,105
327
$7.22M 0.01%
121,597
+17,500
328
$7.09M 0.01%
175,260
-2,640
329
$7.08M 0.01%
41,174
-233
330
$7.03M 0.01%
103,926
-2,353
331
$6.85M 0.01%
68,543
-3,303
332
$6.76M 0.01%
431,765
+23,851
333
$6.68M 0.01%
43,991
+477
334
$6.59M 0.01%
202,100
-2,896
335
$6.53M 0.01%
143,513
+16,716
336
$6.53M 0.01%
85,937
+9,468
337
$6.51M 0.01%
233,177
-129,435
338
$6.45M 0.01%
141,000
339
$6.45M 0.01%
114,492
-6,895
340
$6.38M 0.01%
729,500
-28,140
341
$6.36M 0.01%
193,805
-5,001
342
$6.34M 0.01%
127,150
-8,358
343
$6.33M 0.01%
59,542
-134
344
$6.31M 0.01%
67,098
+10,731
345
$6.3M 0.01%
130,765
+15,969
346
$6.28M 0.01%
151,326
+19,298
347
$6.26M 0.01%
68,037
-725
348
$6.18M 0.01%
84,913
-2,757
349
$6.09M 0.01%
25,226
-623
350
$6.04M 0.01%
460,000