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
26
$702M 0.93%
15,776,588
+195,702
27
$684M 0.91%
6,268,697
+187,669
28
$679M 0.9%
27,492,828
-4,218,160
29
$675M 0.9%
6,144,032
+147,016
30
$647M 0.86%
26,259,314
+848,360
31
$637M 0.84%
3,191,835
+155,804
32
$612M 0.81%
21,668,714
+830,372
33
$604M 0.8%
15,073,452
+572,694
34
$602M 0.8%
13,151,741
+583,326
35
$584M 0.77%
93,069,055
+3,917,330
36
$566M 0.75%
7,819,225
+211,871
37
$550M 0.73%
5,003,395
+130,408
38
$540M 0.72%
3,264,950
-4,113
39
$529M 0.7%
5,057,138
+461,572
40
$525M 0.7%
10,742,675
+518,898
41
$495M 0.66%
6,254,949
+214,318
42
$482M 0.64%
4,228,966
+191,111
43
$471M 0.62%
55,376,036
+2,429,565
44
$469M 0.62%
2,488,816
+162,335
45
$460M 0.61%
9,869,712
-198,741
46
$439M 0.58%
12,544,159
+626,827
47
$435M 0.58%
10,739,720
-244,901
48
$431M 0.57%
+4,351,098
49
$430M 0.57%
115,600,470
-7,405,788
50
$427M 0.57%
2,150,698
+75,417