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
376
$5M 0.01%
208,826
+42,173
377
$5M 0.01%
+277,135
378
$4.99M 0.01%
155,633
-25,288
379
$4.97M 0.01%
390,850
+3,950
380
$4.92M 0.01%
122,198
-15,734
381
$4.92M 0.01%
82,068
-7,004
382
$4.87M 0.01%
81,048
-4,889
383
$4.86M 0.01%
55,679
-5,179
384
$4.84M 0.01%
25,536
-830
385
$4.79M 0.01%
82,087
-9,698
386
$4.79M 0.01%
66,916
-264
387
$4.72M 0.01%
103,827
+27,659
388
$4.69M 0.01%
76,787
-9,086
389
$4.67M 0.01%
+266,485
390
$4.64M 0.01%
161,264
-1,086
391
$4.64M 0.01%
193,749
+585
392
$4.57M 0.01%
166,085
+41,203
393
$4.5M 0.01%
128,763
-690
394
$4.45M 0.01%
42,522
+1,140
395
$4.43M 0.01%
148,000
396
$4.42M 0.01%
138,842
-1,438
397
$4.38M 0.01%
107,734
-117
398
$4.37M 0.01%
84,605
-6,089
399
$4.3M 0.01%
54,017
-2,628
400
$4.27M 0.01%
157,835
-7,823