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
551
$613K ﹤0.01%
15,708
+3,688
552
$605K ﹤0.01%
18,330
-15,248
553
$605K ﹤0.01%
10,756
+330
554
$604K ﹤0.01%
10,513
+3,761
555
$602K ﹤0.01%
8,642
+3,996
556
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28,208
-650
557
$585K ﹤0.01%
3,504
+497
558
$582K ﹤0.01%
4,626
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559
$564K ﹤0.01%
22,387
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560
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16,050
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561
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1,465
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$539K ﹤0.01%
283,669
563
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564
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9,068
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565
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566
$516K ﹤0.01%
6,272
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2,421
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568
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25,750
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569
$488K ﹤0.01%
12,828
+3,708
570
$480K ﹤0.01%
11,208
+1,473
571
$478K ﹤0.01%
+18,590
572
$476K ﹤0.01%
+10,105
573
$474K ﹤0.01%
+98,040
574
$461K ﹤0.01%
4,553
+1,159
575
$455K ﹤0.01%
10,638
-1,587