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
26
$526M 1.37%
+8,336,362
27
$517M 1.34%
+5,226,188
28
$515M 1.34%
+8,800,087
29
$510M 1.32%
+5,890,858
30
$493M 1.28%
+23,601,976
31
$454M 1.18%
+6,231,568
32
$451M 1.17%
+18,608,537
33
$426M 1.11%
+10,622,806
34
$424M 1.1%
+3,579,123
35
$417M 1.08%
+26,912,910
36
$413M 1.07%
+4,566,995
37
$398M 1.03%
+6,279,872
38
$387M 1.01%
+7,939,722
39
$371M 0.96%
+3,310,617
40
$368M 0.95%
+6,303,702
41
$353M 0.92%
+6,851,168
42
$350M 0.91%
+9,374,418
43
$317M 0.82%
+10,348,633
44
$314M 0.81%
+17,122,760
45
$293M 0.76%
+4,087,008
46
$281M 0.73%
+3,150,926
47
$280M 0.73%
+21,795,870
48
$270M 0.7%
+5,638,574
49
$268M 0.69%
+3,130,945
50
$264M 0.69%
+9,016,684
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