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
451
$2.69M ﹤0.01%
393,266
-7,249
452
$2.65M ﹤0.01%
152,132
+1,999
453
$2.63M ﹤0.01%
39,559
-139
454
$2.59M ﹤0.01%
46,444
-681,418
455
$2.58M ﹤0.01%
158,223
-3,210
456
$2.53M ﹤0.01%
47,961
457
$2.47M ﹤0.01%
93,257
+1,399
458
$2.47M ﹤0.01%
20,916
-4,200
459
$2.45M ﹤0.01%
39,752
-100
460
$2.36M ﹤0.01%
111,939
+246
461
$2.35M ﹤0.01%
28,380
-5,170
462
$2.33M ﹤0.01%
15,382
-7,618
463
$2.28M ﹤0.01%
65,707
-691
464
$2.27M ﹤0.01%
303,692
465
$2.25M ﹤0.01%
59,727
-2,429
466
$2.24M ﹤0.01%
177,698
-12,025
467
$2.21M ﹤0.01%
121,507
-3,000
468
$2.15M ﹤0.01%
1,034
-64
469
$2.13M ﹤0.01%
164,202
470
$2.04M ﹤0.01%
79,676
-2,028
471
$1.97M ﹤0.01%
87,905
472
$1.96M ﹤0.01%
100,100
473
$1.91M ﹤0.01%
119,793
+1,820
474
$1.88M ﹤0.01%
79,119
+1,465
475
$1.86M ﹤0.01%
394,803
+7,551