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
76
$75M 0.19%
+11,800,365
77
$73.3M 0.19%
+1,248,814
78
$73.2M 0.19%
+2,554,301
79
$73.1M 0.19%
+1,704,133
80
$71.9M 0.19%
+421,319
81
$70.6M 0.18%
+5,113,192
82
$70.2M 0.18%
+580,562
83
$69.2M 0.18%
+1,800,489
84
$68M 0.18%
+873,929
85
$66.9M 0.17%
+1,322,847
86
$66.7M 0.17%
+3,330,332
87
$65.7M 0.17%
+3,522,743
88
$65.4M 0.17%
+2,494,454
89
$64.6M 0.17%
+2,213,736
90
$64.4M 0.17%
+1,124,577
91
$63.6M 0.17%
+6,783,570
92
$63M 0.16%
+1,457,846
93
$62.3M 0.16%
+1,848,859
94
$61.4M 0.16%
+1,798,520
95
$61.3M 0.16%
+809,253
96
$61.2M 0.16%
+847,083
97
$60.1M 0.16%
+916,527
98
$58.9M 0.15%
+2,624,033
99
$58.7M 0.15%
+1,603,434
100
$58.3M 0.15%
+4,193,747
2 3
4
5 6