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
401
$212K ﹤0.01%
+5,694
402
$211K ﹤0.01%
+6,802
403
$209K ﹤0.01%
+4,157
404
$207K ﹤0.01%
+2,615
405
$201K ﹤0.01%
+13,796
406
$199K ﹤0.01%
+14,000
407
$197K ﹤0.01%
+10,000
408
$180K ﹤0.01%
+12,048
409
$175K ﹤0.01%
+5,228
410
$159K ﹤0.01%
+11,200
411
$159K ﹤0.01%
+18,000
412
$155K ﹤0.01%
+16,132
413
$147K ﹤0.01%
+21,302
414
$144K ﹤0.01%
+10,975
415
$128K ﹤0.01%
+14,000
416
$127K ﹤0.01%
+16,900
417
$104K ﹤0.01%
+14,758
418
$97K ﹤0.01%
+10,492
419
$90K ﹤0.01%
+2,163
420
$53K ﹤0.01%
+14,079
421
$35K ﹤0.01%
+10,955
422
$12K ﹤0.01%
+50
423
$0 ﹤0.01%
+23,100
424
$0 ﹤0.01%
+32,917
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