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
76
$215M 0.28%
1,136,782
-23,319
77
$204M 0.27%
31,437,341
+864,217
78
$203M 0.27%
27,075,085
-266,375
79
$191M 0.25%
10,204,883
+246,456
80
$186M 0.24%
5,621,236
+65,629
81
$185M 0.24%
28,628,433
+2,991,586
82
$179M 0.23%
4,931,203
-267,100
83
$168M 0.22%
659,027
-334,189
84
$152M 0.2%
2,492,793
-40,629
85
$147M 0.19%
1,370,443
-17,539
86
$141M 0.18%
1,614,863
+952,089
87
$134M 0.18%
1,350,465
+26,320
88
$134M 0.17%
13,725,581
+48,333
89
$133M 0.17%
1,515,512
-23,645
90
$129M 0.17%
1,955,910
-35,492
91
$126M 0.16%
1,492,891
-21,072
92
$124M 0.16%
2,087,330
-39,144
93
$123M 0.16%
2,182,745
-23,510
94
$122M 0.16%
3,064,503
-53,364
95
$121M 0.16%
2,878,263
-15,604
96
$119M 0.16%
491,004
-5,250
97
$119M 0.16%
11,593,476
+362,538
98
$111M 0.15%
2,119,236
-44,243
99
$109M 0.14%
549,397
-8,963
100
$109M 0.14%
1,665,529
-17,428