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
601
$308K ﹤0.01%
2,601
+21
602
$307K ﹤0.01%
6,120
-2,428
603
$306K ﹤0.01%
1,152
-5,536
604
$306K ﹤0.01%
+3,711
605
$304K ﹤0.01%
12,900
-5,690
606
$304K ﹤0.01%
5,836
-2,957
607
$302K ﹤0.01%
7,198
608
$301K ﹤0.01%
+6,426
609
$300K ﹤0.01%
5,068
-1,850
610
$290K ﹤0.01%
+4,183
611
$290K ﹤0.01%
29,575
612
$289K ﹤0.01%
2,708
-388
613
$286K ﹤0.01%
7,004
-8,704
614
$286K ﹤0.01%
1,698
615
$286K ﹤0.01%
4,799
+1,002
616
$285K ﹤0.01%
1,760
+46
617
$285K ﹤0.01%
4,347
-790
618
$283K ﹤0.01%
6,340
-332
619
$281K ﹤0.01%
3,010
-1
620
$278K ﹤0.01%
3,714
+122
621
$273K ﹤0.01%
37,673
622
$272K ﹤0.01%
10,286
623
$271K ﹤0.01%
4,637
-6,445
624
$268K ﹤0.01%
8,373
-9,957
625
$268K ﹤0.01%
3,159
-45