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
51
$417M 0.55%
8,015,374
+314,490
52
$409M 0.54%
52,439,537
+572,122
53
$398M 0.53%
5,327,879
+313,805
54
$389M 0.52%
43,600,248
-683,760
55
$386M 0.51%
1,728,316
-42,160
56
$383M 0.51%
56,628,917
+1,249,959
57
$380M 0.5%
5,868,964
+5,842,253
58
$363M 0.48%
14,301,464
+179,450
59
$334M 0.44%
5,240,174
+5,165,690
60
$332M 0.44%
42,001,734
+1,729,566
61
$319M 0.42%
1,328,087
-82,526
62
$315M 0.42%
3,716,263
+2,101,400
63
$307M 0.41%
4,751,824
+292,722
64
$294M 0.39%
26,002,472
+2,308,460
65
$291M 0.39%
1,282,583
-13,111
66
$284M 0.38%
1,937,453
+411,335
67
$280M 0.37%
8,208,377
+304,342
68
$277M 0.37%
14,517,523
-67,124
69
$273M 0.36%
3,529,211
+219,612
70
$264M 0.35%
2,077,199
-22,098
71
$261M 0.35%
3,046,254
+60,789
72
$257M 0.34%
4,585,895
-98,570
73
$244M 0.32%
1,043,928
-92,854
74
$237M 0.31%
4,587,860
-139,640
75
$231M 0.31%
4,813,861
+257,178