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
651
$248K ﹤0.01%
+1,864
652
$245K ﹤0.01%
+1,391
653
$245K ﹤0.01%
+3,797
654
$241K ﹤0.01%
+3,684
655
$241K ﹤0.01%
+5,282
656
$240K ﹤0.01%
+5,905
657
$240K ﹤0.01%
6,325
-1,280
658
$238K ﹤0.01%
8,995
+488
659
$238K ﹤0.01%
4,613
+56
660
$237K ﹤0.01%
4,744
-3,015
661
$237K ﹤0.01%
1,997
-430
662
$236K ﹤0.01%
4,622
-1,631
663
$236K ﹤0.01%
+1,527
664
$235K ﹤0.01%
2,641
-305
665
$235K ﹤0.01%
+3,836
666
$235K ﹤0.01%
+5,776
667
$235K ﹤0.01%
+4,293
668
$230K ﹤0.01%
+6,393
669
$228K ﹤0.01%
+5,005
670
$228K ﹤0.01%
22,550
+2,550
671
$228K ﹤0.01%
85,644
672
$227K ﹤0.01%
1,945
+83
673
$226K ﹤0.01%
+1,777
674
$226K ﹤0.01%
15,758
-3,288
675
$226K ﹤0.01%
+2,234