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
501
$1.22M ﹤0.01%
7,807
-308
502
$1.19M ﹤0.01%
+6,499
503
$1.18M ﹤0.01%
154,574
-31,135
504
$1.1M ﹤0.01%
6,516
+22
505
$1.09M ﹤0.01%
25,640
506
$1.07M ﹤0.01%
34,966
-22,542
507
$1.07M ﹤0.01%
15,786
-600
508
$1.07M ﹤0.01%
29,536
-180
509
$1.04M ﹤0.01%
57,069
-37,526
510
$1.02M ﹤0.01%
9,427
511
$1.01M ﹤0.01%
27,485
512
$995K ﹤0.01%
6,749
+1,428
513
$995K ﹤0.01%
11,640
-1,065
514
$993K ﹤0.01%
17,475
-1,761
515
$985K ﹤0.01%
4,601
-2,802
516
$973K ﹤0.01%
8,607
+1,108
517
$955K ﹤0.01%
18,535
518
$927K ﹤0.01%
12,592
+182
519
$879K ﹤0.01%
49,087
520
$871K ﹤0.01%
36,431
521
$847K ﹤0.01%
17,295
+54
522
$843K ﹤0.01%
44,008
-67
523
$823K ﹤0.01%
29,740
+15,100
524
$814K ﹤0.01%
74,489
-7,887
525
$813K ﹤0.01%
5,236
+960