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
51
$414M 0.54%
11,917,332
+315,759
52
$413M 0.54%
7,700,884
+58,538
53
$389M 0.51%
14,122,014
+10,656,910
54
$373M 0.49%
4,459,102
-53,705
55
$361M 0.47%
2,075,281
+57,055
56
$359M 0.47%
44,284,008
-836,164
57
$345M 0.45%
4,630,864
+156,318
58
$342M 0.45%
40,272,168
+1,674,179
59
$337M 0.44%
51,867,415
+13,116,725
60
$330M 0.43%
1,410,613
-30,220
61
$323M 0.42%
4,684,465
+489,200
62
$323M 0.42%
55,378,958
+14,918,146
63
$317M 0.41%
7,904,035
-5,815,649
64
$288M 0.38%
2,099,297
-18,955
65
$280M 0.37%
3,309,599
+200,587
66
$269M 0.35%
1,295,694
+36,023
67
$261M 0.34%
2,985,465
+4,001
68
$250M 0.33%
14,584,647
+119,394
69
$247M 0.32%
4,727,500
-154,220
70
$247M 0.32%
23,694,012
+2,089,312
71
$246M 0.32%
9,173,754
+515,119
72
$243M 0.32%
1,526,118
+412,561
73
$234M 0.31%
2,177,690
-2,288,988
74
$223M 0.29%
4,556,683
+11,166
75
$217M 0.28%
3,860,177
+3,822,405