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
476
$1.83M ﹤0.01%
94,951
477
$1.78M ﹤0.01%
132,742
478
$1.76M ﹤0.01%
+88,523
479
$1.73M ﹤0.01%
+38,158
480
$1.71M ﹤0.01%
74,839
481
$1.7M ﹤0.01%
108,350
-50
482
$1.67M ﹤0.01%
6,354
-5,842
483
$1.64M ﹤0.01%
+35,836
484
$1.64M ﹤0.01%
31,554
+140
485
$1.61M ﹤0.01%
60,124
-9,982
486
$1.59M ﹤0.01%
+19,697
487
$1.58M ﹤0.01%
55,123
-22,469
488
$1.57M ﹤0.01%
29,784
489
$1.56M ﹤0.01%
44,832
490
$1.55M ﹤0.01%
+60,542
491
$1.5M ﹤0.01%
5
492
$1.46M ﹤0.01%
227,508
-910
493
$1.44M ﹤0.01%
136,925
-21,551
494
$1.43M ﹤0.01%
21,747
495
$1.36M ﹤0.01%
4,033
-34
496
$1.35M ﹤0.01%
19,490
-185
497
$1.34M ﹤0.01%
98,792
498
$1.31M ﹤0.01%
20,722
-3,045
499
$1.27M ﹤0.01%
13,714
+560
500
$1.25M ﹤0.01%
3,507
-660