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
26
$735M 0.96%
15,580,886
+450,647
27
$729M 0.95%
6,081,028
+187,135
28
$682M 0.89%
25,410,954
+1,161,506
29
$669M 0.87%
5,997,016
+178,209
30
$651M 0.85%
20,838,342
+218,001
31
$639M 0.84%
16,692,536
+305,546
32
$624M 0.81%
14,500,758
+418,501
33
$602M 0.79%
3,036,031
+87,492
34
$594M 0.78%
12,568,415
+289,088
35
$580M 0.76%
3,269,063
+9,955
36
$572M 0.75%
7,607,354
+204,944
37
$559M 0.73%
89,151,725
+4,229,699
38
$521M 0.68%
4,872,987
-2,269,263
39
$505M 0.66%
4,037,855
+112,675
40
$490M 0.64%
4,595,566
+263,241
41
$485M 0.63%
6,040,631
+205,478
42
$479M 0.63%
3,616,884
-45,045
43
$461M 0.6%
123,006,258
+3,740,098
44
$460M 0.6%
52,946,471
+2,152,355
45
$455M 0.59%
10,984,621
+983,445
46
$453M 0.59%
10,223,777
-38,824
47
$444M 0.58%
10,068,453
+264,807
48
$433M 0.57%
2,326,481
+2,221,445
49
$419M 0.55%
5,014,074
+60,826
50
$415M 0.54%
1,770,476
+48,476