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
101
$98.8M 0.13%
1,030,956
-319,509
102
$97.3M 0.13%
2,151,308
-31,995
103
$96.8M 0.13%
1,076,086
+2,191
104
$95.6M 0.13%
3,359,280
-23,081
105
$94.6M 0.13%
1,782,297
+79,554
106
$91.6M 0.12%
3,021,992
-137,114
107
$90.9M 0.12%
3,536,614
-2,084,622
108
$90.4M 0.12%
4,163,949
-43,639
109
$90.2M 0.12%
616,991
-42,900
110
$90.1M 0.12%
4,846,411
-113,510
111
$89.9M 0.12%
697,295
-3,212
112
$88.4M 0.12%
1,506,774
-47,703
113
$86.9M 0.12%
984,251
-63,384
114
$79.7M 0.11%
2,088,062
-40,205
115
$79.6M 0.11%
3,718,037
-123,827
116
$78.1M 0.1%
238,149
-9,173
117
$77.7M 0.1%
2,948,361
-99,832
118
$77.6M 0.1%
1,477,049
-25,580
119
$77.6M 0.1%
901,479
-301,859
120
$75.8M 0.1%
301,005
-358,022
121
$75M 0.1%
3,316,092
-73,868
122
$73.8M 0.1%
7,941,200
-376,442
123
$73.4M 0.1%
775,792
+163,142
124
$72.3M 0.1%
657,991
-36,792
125
$72M 0.1%
672,202
-40,429