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
101
$58.1M 0.15%
+4,523,416
102
$57.8M 0.15%
+925,825
103
$56.6M 0.15%
+6,647,091
104
$56.5M 0.15%
+1,504,242
105
$56.5M 0.15%
+3,027,066
106
$55.3M 0.14%
+2,357,896
107
$53.8M 0.14%
+8,659,392
108
$53.5M 0.14%
+1,205,927
109
$53.2M 0.14%
+1,037,368
110
$53M 0.14%
+684,380
111
$52M 0.14%
+2,022,998
112
$51.8M 0.13%
+2,334,985
113
$51.8M 0.13%
+309,244
114
$49.9M 0.13%
+1,107,529
115
$48.8M 0.13%
+969,398
116
$48.5M 0.13%
+6,418,025
117
$48.4M 0.13%
+1,504,688
118
$47.5M 0.12%
+2,348,800
119
$47.4M 0.12%
+1,147,117
120
$46.8M 0.12%
+980,275
121
$46.6M 0.12%
+133,511
122
$46.3M 0.12%
+1,318,978
123
$45.8M 0.12%
+676,162
124
$45.8M 0.12%
+2,016,034
125
$45.4M 0.12%
+1,767,134
3 4
5
6 7