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
626
$282K ﹤0.01%
+8,050
627
$282K ﹤0.01%
2,856
-4,554
628
$281K ﹤0.01%
18,080
+280
629
$281K ﹤0.01%
+5,753
630
$281K ﹤0.01%
+5,549
631
$279K ﹤0.01%
12,172
-569
632
$278K ﹤0.01%
1,765
+181
633
$277K ﹤0.01%
33,719
+285
634
$276K ﹤0.01%
+3,968
635
$276K ﹤0.01%
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636
$275K ﹤0.01%
5,110
-2,786
637
$274K ﹤0.01%
2,615
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$274K ﹤0.01%
+6,687
639
$271K ﹤0.01%
3,204
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$269K ﹤0.01%
3,653
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$268K ﹤0.01%
8,804
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642
$267K ﹤0.01%
5,548
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$265K ﹤0.01%
3,592
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644
$264K ﹤0.01%
+3,185
645
$262K ﹤0.01%
+1,693
646
$259K ﹤0.01%
12,337
-2,016
647
$259K ﹤0.01%
7,077
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648
$257K ﹤0.01%
+1,731
649
$253K ﹤0.01%
1,698
650
$250K ﹤0.01%
+3,065