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
401
$4.25M 0.01%
75,976
-178
402
$4.23M 0.01%
31,811
+19,589
403
$4.19M 0.01%
95,341
+51,075
404
$4.13M 0.01%
319,636
-25,686
405
$4.09M 0.01%
79,991
+186
406
$4.07M 0.01%
38,671
+4,562
407
$4.01M 0.01%
97,258
-7,421
408
$4.01M 0.01%
90,596
-1,235
409
$4M 0.01%
240,742
410
$3.98M 0.01%
266,946
-17,984
411
$3.97M 0.01%
41,600
+3,678
412
$3.96M 0.01%
39,878
-2,991
413
$3.87M 0.01%
206,601
-22,676
414
$3.82M 0.01%
91,157
-7,011
415
$3.81M 0.01%
156,710
-36,689
416
$3.81M 0.01%
34,569
+29,191
417
$3.77M 0.01%
163,915
-431
418
$3.7M ﹤0.01%
186,455
-15,314
419
$3.55M ﹤0.01%
24,197
-942
420
$3.5M ﹤0.01%
+57,260
421
$3.46M ﹤0.01%
128,698
+7,441
422
$3.44M ﹤0.01%
154,000
-16,000
423
$3.43M ﹤0.01%
136,624
+413
424
$3.35M ﹤0.01%
80,447
-868
425
$3.35M ﹤0.01%
113,289
-7,023