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
351
$6.04M 0.01%
83,131
-1,782
352
$6M 0.01%
115,195
-11,955
353
$5.99M 0.01%
138,323
-10,082
354
$5.93M 0.01%
141,981
-1,532
355
$5.9M 0.01%
120,797
-800
356
$5.89M 0.01%
431,843
+78
357
$5.84M 0.01%
88,179
-15,747
358
$5.73M 0.01%
169,006
-3,362
359
$5.64M 0.01%
130,000
-11,000
360
$5.63M 0.01%
66,937
-1,100
361
$5.54M 0.01%
40,591
-3,400
362
$5.54M 0.01%
135,803
-15,523
363
$5.49M 0.01%
250,450
+190,635
364
$5.47M 0.01%
327,405
-14,425
365
$5.46M 0.01%
108,133
-2,697
366
$5.45M 0.01%
+43,107
367
$5.42M 0.01%
420,000
-40,000
368
$5.41M 0.01%
289,848
-3,127
369
$5.33M 0.01%
61,796
-948
370
$5.31M 0.01%
91,627
-17,960
371
$5.12M 0.01%
102,987
-8,707
372
$5.11M 0.01%
90,117
+3,180
373
$5.04M 0.01%
108,056
-7,916
374
$5.03M 0.01%
70,192
+11,873
375
$5.03M 0.01%
83,989
-126