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
351
$486K ﹤0.01%
+22,455
352
$466K ﹤0.01%
+8,553
353
$462K ﹤0.01%
+7,554
354
$449K ﹤0.01%
+5,404
355
$445K ﹤0.01%
+10,884
356
$420K ﹤0.01%
+5,786
357
$413K ﹤0.01%
+6,655
358
$412K ﹤0.01%
+6,300
359
$397K ﹤0.01%
+7,713
360
$396K ﹤0.01%
+3,326
361
$395K ﹤0.01%
+15,000
362
$390K ﹤0.01%
+13,668
363
$380K ﹤0.01%
+1,767
364
$373K ﹤0.01%
+10,685
365
$356K ﹤0.01%
+3,478
366
$353K ﹤0.01%
+2,333
367
$352K ﹤0.01%
+6,974
368
$344K ﹤0.01%
+4,909
369
$339K ﹤0.01%
+5,935
370
$336K ﹤0.01%
+7,623
371
$335K ﹤0.01%
+1,305
372
$331K ﹤0.01%
+26,150
373
$330K ﹤0.01%
+4,360
374
$325K ﹤0.01%
+9,992
375
$319K ﹤0.01%
+3,924
13 14
15
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