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
626
$266K ﹤0.01%
4,062
-2,306
627
$266K ﹤0.01%
33,434
-285
628
$264K ﹤0.01%
3,916
-638
629
$263K ﹤0.01%
5,241
+628
630
$262K ﹤0.01%
21,000
-1,550
631
$260K ﹤0.01%
6,386
-2,592
632
$254K ﹤0.01%
5,575
+27
633
$251K ﹤0.01%
2,208
-377
634
$249K ﹤0.01%
+1,456
635
$244K ﹤0.01%
13,725
-2,550
636
$243K ﹤0.01%
+1,764
637
$241K ﹤0.01%
1,660
+170
638
$241K ﹤0.01%
10,279
-740
639
$239K ﹤0.01%
1,506
+216
640
$239K ﹤0.01%
3,098
-743
641
$235K ﹤0.01%
+18,855
642
$234K ﹤0.01%
+16,912
643
$230K ﹤0.01%
16,497
-1,583
644
$229K ﹤0.01%
+2,637
645
$228K ﹤0.01%
+5,720
646
$225K ﹤0.01%
8,955
+201
647
$224K ﹤0.01%
2,207
-649
648
$222K ﹤0.01%
1,486
-291
649
$221K ﹤0.01%
6,393
650
$220K ﹤0.01%
1,900
-97