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
376
$4.87M 0.01%
84,115
+9,763
377
$4.83M 0.01%
140,280
+10,850
378
$4.73M 0.01%
162,350
+10,792
379
$4.73M 0.01%
386,900
380
$4.71M 0.01%
96,654
+34,761
381
$4.69M 0.01%
129,453
382
$4.69M 0.01%
67,180
+4,964
383
$4.57M 0.01%
104,679
+8,654
384
$4.55M 0.01%
166,653
+22,197
385
$4.53M 0.01%
125,300
386
$4.44M 0.01%
42,869
+54
387
$4.43M 0.01%
72,795
+2,158
388
$4.41M 0.01%
229,277
+17,094
389
$4.4M 0.01%
201,769
+130,052
390
$4.33M 0.01%
345,322
+105,258
391
$4.31M 0.01%
91,785
+21,082
392
$4.28M 0.01%
76,168
+40,978
393
$4.26M 0.01%
98,168
+7,711
394
$4.21M 0.01%
76,154
+6,841
395
$4.2M 0.01%
58,319
+9,805
396
$4.13M 0.01%
120,312
397
$4.13M 0.01%
292,975
+25,063
398
$4.13M 0.01%
91,831
-90,701
399
$4.09M 0.01%
284,930
+40,446
400
$4.05M 0.01%
79,805
-6,192