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
526
$838K ﹤0.01%
9,162
-1,630
527
$825K ﹤0.01%
9,811
+5,807
528
$812K ﹤0.01%
5,604
-83
529
$802K ﹤0.01%
7,981
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530
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10,373
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531
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5,089
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17,241
533
$738K ﹤0.01%
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18,469
535
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2,315
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537
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10,428
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538
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541
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4,276
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16,250
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545
$649K ﹤0.01%
5,378
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546
$637K ﹤0.01%
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547
$631K ﹤0.01%
11,082
+6,424
548
$628K ﹤0.01%
34,263
-13,065
549
$627K ﹤0.01%
9,365
+525
550
$622K ﹤0.01%
9,422
-3,485