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
426
$3.28M ﹤0.01%
115,397
-1,556
427
$3.22M ﹤0.01%
46,036
-14,858
428
$3.2M ﹤0.01%
198,695
-1,557
429
$3.18M ﹤0.01%
221,569
-4,632
430
$3.17M ﹤0.01%
61,463
+5,347
431
$3.17M ﹤0.01%
140,036
+204
432
$3.17M ﹤0.01%
47,944
+100
433
$3.17M ﹤0.01%
195,365
-23,978
434
$3.16M ﹤0.01%
96,654
435
$3.15M ﹤0.01%
79,355
-2,043
436
$3.12M ﹤0.01%
236,109
-4,309
437
$3.12M ﹤0.01%
69,172
+61,915
438
$3.08M ﹤0.01%
111,501
-9,568
439
$3.08M ﹤0.01%
99,829
-13,252
440
$3.06M ﹤0.01%
13,862
-337
441
$3.02M ﹤0.01%
56,188
+88
442
$3.01M ﹤0.01%
54,488
-460
443
$3.01M ﹤0.01%
54,194
-191
444
$2.98M ﹤0.01%
315,851
+6,389
445
$2.91M ﹤0.01%
39,231
-3,417
446
$2.9M ﹤0.01%
103,199
-2,150
447
$2.85M ﹤0.01%
32,530
+3,548
448
$2.83M ﹤0.01%
66,790
449
$2.83M ﹤0.01%
61,808
+370
450
$2.79M ﹤0.01%
125,300