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
576
$453K ﹤0.01%
+8,548
577
$451K ﹤0.01%
1,809
+758
578
$443K ﹤0.01%
6,998
+983
579
$437K ﹤0.01%
19,904
-84
580
$436K ﹤0.01%
232,948
+69,081
581
$430K ﹤0.01%
7,257
-751
582
$429K ﹤0.01%
+3,128
583
$426K ﹤0.01%
4,035
+907
584
$423K ﹤0.01%
6,368
+2,166
585
$398K ﹤0.01%
+13,279
586
$397K ﹤0.01%
14,640
-70
587
$393K ﹤0.01%
2,070
+805
588
$392K ﹤0.01%
2,649
589
$390K ﹤0.01%
5,025
-28
590
$390K ﹤0.01%
1,413
-133
591
$388K ﹤0.01%
2,857
+577
592
$386K ﹤0.01%
13,994
-551
593
$380K ﹤0.01%
6,918
+851
594
$378K ﹤0.01%
5,599
-502
595
$369K ﹤0.01%
4,554
+1,579
596
$367K ﹤0.01%
2,610
+955
597
$367K ﹤0.01%
3,011
-1,214
598
$366K ﹤0.01%
15,016
+1,133
599
$362K ﹤0.01%
+8,793
600
$361K ﹤0.01%
+1,046