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
426
$3.14M ﹤0.01%
226,201
+24,307
427
$3.1M ﹤0.01%
61,438
+400
428
$3.1M ﹤0.01%
66,790
-1,589
429
$3.06M ﹤0.01%
33,550
-9,909
430
$3M ﹤0.01%
54,385
+5,821
431
$2.94M ﹤0.01%
+56,116
432
$2.89M ﹤0.01%
14,199
+525
433
$2.82M ﹤0.01%
240,742
434
$2.82M ﹤0.01%
25,116
-258
435
$2.78M ﹤0.01%
189,723
+19,478
436
$2.77M ﹤0.01%
387,252
437
$2.76M ﹤0.01%
165,658
-7,387
438
$2.73M ﹤0.01%
77,654
+9,178
439
$2.69M ﹤0.01%
28,982
+6,408
440
$2.69M ﹤0.01%
+82,085
441
$2.64M ﹤0.01%
62,156
-3,146
442
$2.64M ﹤0.01%
309,462
+32,080
443
$2.63M ﹤0.01%
400,515
+56,920
444
$2.51M ﹤0.01%
119,677
+250
445
$2.48M ﹤0.01%
39,698
+778
446
$2.46M ﹤0.01%
18,905
+192
447
$2.41M ﹤0.01%
117,973
+16,930
448
$2.37M ﹤0.01%
42,648
+6
449
$2.36M ﹤0.01%
91,858
-26,958
450
$2.33M ﹤0.01%
32,610