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
601
$359K ﹤0.01%
+2,231
602
$351K ﹤0.01%
+5,137
603
$348K ﹤0.01%
+5,088
604
$343K ﹤0.01%
+8,978
605
$338K ﹤0.01%
16,275
+4,875
606
$335K ﹤0.01%
+3,400
607
$334K ﹤0.01%
6,350
608
$331K ﹤0.01%
3,096
-5,832
609
$331K ﹤0.01%
10,286
610
$322K ﹤0.01%
+3,388
611
$321K ﹤0.01%
+10,109
612
$321K ﹤0.01%
6,672
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$316K ﹤0.01%
9,873
+1,446
614
$314K ﹤0.01%
4,433
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615
$309K ﹤0.01%
2,496
-6,609
616
$308K ﹤0.01%
1,637
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$307K ﹤0.01%
3,313
-8
618
$305K ﹤0.01%
3,919
-1,416
619
$303K ﹤0.01%
2,585
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$303K ﹤0.01%
1,714
+52
621
$297K ﹤0.01%
11,019
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622
$295K ﹤0.01%
3,841
-1,397
623
$295K ﹤0.01%
2,580
624
$289K ﹤0.01%
4,987
-857
625
$285K ﹤0.01%
+29,575