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
101
$109M 0.14%
1,702,743
+15,966
102
$108M 0.14%
3,382,361
-69,002
103
$107M 0.14%
2,213,416
-31,969
104
$103M 0.14%
1,047,635
-14,669
105
$103M 0.13%
4,959,921
-27,689
106
$101M 0.13%
2,183,303
-5,145
107
$99.9M 0.13%
1,778,273
-24,882
108
$99.1M 0.13%
1,203,338
-17,024
109
$98.3M 0.13%
1,073,895
-25,663
110
$97.9M 0.13%
700,507
-4,248
111
$92.8M 0.12%
3,048,193
-27,449
112
$92.5M 0.12%
1,490,453
-6,216
113
$89.7M 0.12%
4,207,588
-50,397
114
$88M 0.12%
794,986
+140,447
115
$87.1M 0.11%
1,554,477
-25,580
116
$86.8M 0.11%
3,389,960
-20,370
117
$85.6M 0.11%
659,891
-11,650
118
$79.9M 0.1%
3,841,864
-54,065
119
$79.1M 0.1%
8,317,642
-67,094
120
$78.9M 0.1%
1,502,629
-38,083
121
$78.2M 0.1%
3,841,182
-49,125
122
$75.8M 0.1%
903,756
-12,441
123
$75.6M 0.1%
1,291,909
-13,300
124
$75.4M 0.1%
782,784
-7,100
125
$74.5M 0.1%
2,128,267
-51,343