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
376
$307K ﹤0.01%
+19,839
377
$307K ﹤0.01%
+8,489
378
$305K ﹤0.01%
+27,082
379
$300K ﹤0.01%
+12,260
380
$295K ﹤0.01%
+32,503
381
$286K ﹤0.01%
+2,891
382
$281K ﹤0.01%
+3,294
383
$274K ﹤0.01%
+9,774
384
$274K ﹤0.01%
+5,641
385
$271K ﹤0.01%
+5,293
386
$264K ﹤0.01%
+4,997
387
$261K ﹤0.01%
+33,792
388
$257K ﹤0.01%
+7,232
389
$254K ﹤0.01%
+6,601
390
$252K ﹤0.01%
+2,354
391
$239K ﹤0.01%
+2,654
392
$237K ﹤0.01%
+7,010
393
$236K ﹤0.01%
+10,200
394
$232K ﹤0.01%
+4,235
395
$229K ﹤0.01%
+2,405
396
$223K ﹤0.01%
+2,441
397
$218K ﹤0.01%
+28,600
398
$218K ﹤0.01%
+5,223
399
$215K ﹤0.01%
+4,859
400
$213K ﹤0.01%
+5,578
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