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
76
$229M 0.3%
9,664,406
+490,652
77
$228M 0.3%
2,270,864
+93,174
78
$226M 0.3%
31,122,404
-314,937
79
$222M 0.29%
3,933,301
+73,124
80
$220M 0.29%
30,326,191
+1,697,758
81
$189M 0.25%
4,931,362
+159
82
$170M 0.23%
12,016,204
+422,728
83
$165M 0.22%
25,278,430
-1,796,655
84
$164M 0.22%
10,256,972
+52,089
85
$150M 0.2%
2,398,288
-94,505
86
$148M 0.2%
1,875,294
-80,616
87
$136M 0.18%
1,454,539
-60,973
88
$131M 0.17%
481,379
-9,625
89
$123M 0.16%
1,416,084
-76,807
90
$122M 0.16%
2,041,712
-45,618
91
$119M 0.16%
2,856,268
-21,995
92
$117M 0.16%
1,690,761
-522,655
93
$117M 0.16%
2,972,499
-92,004
94
$113M 0.15%
1,317,234
-53,209
95
$112M 0.15%
536,210
-13,187
96
$112M 0.15%
2,067,239
-51,997
97
$110M 0.15%
1,005,678
+210,692
98
$107M 0.14%
+1,868,176
99
$103M 0.14%
11,656,577
-2,069,004
100
$101M 0.13%
1,624,702
-40,827