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
$38.5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.05B
2
+$940M
3
+$872M
4
PFE icon
Pfizer
PFE
+$861M
5
AXP icon
American Express
AXP
+$812M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.04%
2 Technology 14.87%
3 Healthcare 12.6%
4 Consumer Staples 8.81%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226M 0.59%
+8,452,800
52
$203M 0.53%
+1,933,471
53
$198M 0.51%
+3,827,916
54
$152M 0.39%
+1,669,572
55
$151M 0.39%
+3,293,985
56
$141M 0.37%
+15,573,636
57
$130M 0.34%
+2,004,534
58
$123M 0.32%
+1,476,154
59
$122M 0.32%
+2,649,794
60
$116M 0.3%
+5,716,332
61
$109M 0.28%
+1,874,850
62
$108M 0.28%
+2,682,972
63
$103M 0.27%
+1,306,189
64
$101M 0.26%
+3,237,735
65
$100M 0.26%
+4,482,136
66
$97.7M 0.25%
+2,246,014
67
$88.4M 0.23%
+3,215,869
68
$87.9M 0.23%
+2,482,508
69
$80.8M 0.21%
+1,106,203
70
$80.1M 0.21%
+755,534
71
$79.6M 0.21%
+2,099,501
72
$78.1M 0.2%
+1,190,564
73
$77M 0.2%
+1,594,248
74
$76.5M 0.2%
+4,515,799
75
$75M 0.19%
+5,501,158
1 2
3
4 5