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
351
$6.03M 0.01%
530,600
352
$6.02M 0.01%
111,694
+5,978
353
$6M 0.01%
109,587
-557
354
$5.94M 0.01%
110,830
-77,195
355
$5.89M 0.01%
148,405
-12,903
356
$5.84M 0.01%
119,362
-4,188
357
$5.76M 0.01%
62,744
-3,934
358
$5.74M 0.01%
172,368
-22,621
359
$5.7M 0.01%
+86,937
360
$5.64M 0.01%
89,072
361
$5.61M 0.01%
118,035
+11,853
362
$5.54M 0.01%
115,444
+19,242
363
$5.51M 0.01%
193,399
-8,500
364
$5.49M 0.01%
137,932
+17,498
365
$5.48M 0.01%
115,972
-5,706
366
$5.48M 0.01%
60,858
-4,983
367
$5.46M 0.01%
85,873
-1,773
368
$5.41M 0.01%
26,366
-538
369
$5.38M 0.01%
49,170
+10,867
370
$5.3M 0.01%
193,164
+11,997
371
$5.19M 0.01%
60,894
-154
372
$5.13M 0.01%
56,645
-387,760
373
$5.08M 0.01%
148,000
374
$4.97M 0.01%
74,484
+858
375
$4.93M 0.01%
41,382
+24,228