Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1B
AUM Growth
+$3.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

1 +$290M
2 +$272M
3 +$268M
4
AAPL icon
Apple
AAPL
+$139M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$80.2M

Sector Composition

1 Financials 19.72%
2 Technology 12.76%
3 Healthcare 12.06%
4 Consumer Discretionary 7.83%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$169M 0.38%
1,818,033
+111,587
52
$159M 0.36%
3,529,818
+83,116
53
$153M 0.35%
+902,575
54
$152M 0.34%
1,450,785
-35,059
55
$151M 0.34%
17,539,836
+1,022,300
56
$144M 0.33%
2,212,034
-20,875
57
$127M 0.29%
1,908,849
-52,575
58
$124M 0.28%
1,786,980
-70,570
59
$116M 0.26%
2,572,549
-56,725
60
$114M 0.26%
5,453,400
-162,793
61
$113M 0.26%
2,606,642
-73,325
62
$111M 0.25%
3,466,546
-866,595
63
$109M 0.25%
3,112,702
-76,057
64
$106M 0.24%
4,447,699
-83,250
65
$106M 0.24%
1,991,048
-79,500
66
$97.9M 0.22%
404,869
-14,775
67
$95.6M 0.22%
6,656,110
-138,325
68
$95.6M 0.22%
1,536,343
-48,900
69
$94.3M 0.21%
761,244
-8,198
70
$90.5M 0.21%
2,994,210
-92,925
71
$90M 0.2%
2,887,429
+462,605
72
$89.4M 0.2%
2,570,666
-25,200
73
$88M 0.2%
696,480
+285,448
74
$87.9M 0.2%
1,734,634
-64,200
75
$87.1M 0.2%
2,130,738
-58,301