Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1B
AUM Growth
+$3.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

1 +$290M
2 +$272M
3 +$268M
4
AAPL icon
Apple
AAPL
+$139M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$80.2M

Sector Composition

1 Financials 19.72%
2 Technology 12.76%
3 Healthcare 12.06%
4 Consumer Discretionary 7.83%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$331K ﹤0.01%
2,340
-65
377
$330K ﹤0.01%
5,737
-18
378
$328K ﹤0.01%
+8,759
379
$319K ﹤0.01%
33,222
-2,742
380
$315K ﹤0.01%
3,000
381
$307K ﹤0.01%
5,465
-485
382
$306K ﹤0.01%
10,470
+899
383
$306K ﹤0.01%
+3,028
384
$301K ﹤0.01%
28,727
-3,860
385
$301K ﹤0.01%
11,342
-2,750
386
$295K ﹤0.01%
4,776
+358
387
$293K ﹤0.01%
7,645
-794
388
$289K ﹤0.01%
22,766
-9,606
389
$288K ﹤0.01%
+1,552
390
$280K ﹤0.01%
5,604
+360
391
$279K ﹤0.01%
2,390
+89
392
$264K ﹤0.01%
+4,585
393
$261K ﹤0.01%
+2,808
394
$259K ﹤0.01%
7,326
+276
395
$250K ﹤0.01%
18,140
-9,142
396
$248K ﹤0.01%
6,138
-1,795
397
$242K ﹤0.01%
7,724
-17
398
$242K ﹤0.01%
+1,751
399
$242K ﹤0.01%
5,897
-3,257
400
$241K ﹤0.01%
+3,807