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
326
$7.89M 0.01%
83,989
+36
327
$7.89M 0.01%
147,057
-28,203
328
$7.79M 0.01%
198,875
-3,225
329
$7.75M 0.01%
75,210
-13,053
330
$7.73M 0.01%
134,809
+10,070
331
$7.72M 0.01%
+227,307
332
$7.65M 0.01%
160,683
-2,695
333
$7.48M 0.01%
37,206
-2,145
334
$7.43M 0.01%
54,750
-4,792
335
$7.37M 0.01%
109,216
-4,521,648
336
$7.09M 0.01%
729,596
+96
337
$7.06M 0.01%
45,067
-8,417
338
$7.06M 0.01%
82,021
+9,226
339
$7.04M 0.01%
110,383
-8,979
340
$6.88M 0.01%
64,233
-2,865
341
$6.86M 0.01%
248,968
+15,791
342
$6.84M 0.01%
129,370
-1,395
343
$6.71M 0.01%
110,212
-4,280
344
$6.61M 0.01%
193,029
-776
345
$6.61M 0.01%
38,270
-2,904
346
$6.5M 0.01%
60,645
+11,475
347
$6.49M 0.01%
977,350
-23,179
348
$6.34M 0.01%
586,378
+55,778
349
$6.13M 0.01%
59,476
-9,067
350
$6.05M 0.01%
25,134
-92