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
126
$44.9M 0.12%
+1,413,559
127
$44.6M 0.12%
+6,439,712
128
$43.5M 0.11%
+1,491,250
129
$43.4M 0.11%
+949,148
130
$42.7M 0.11%
+912,006
131
$40.9M 0.11%
+1,613,137
132
$40.8M 0.11%
+1,184,674
133
$40.6M 0.11%
+1,100,884
134
$40.5M 0.11%
+3,768,580
135
$40.3M 0.1%
+327,067
136
$40.3M 0.1%
+520,472
137
$40.2M 0.1%
+619,792
138
$39.8M 0.1%
+4,400,218
139
$39.7M 0.1%
+353,856
140
$38M 0.1%
+614,761
141
$37.7M 0.1%
+2,991,828
142
$37.6M 0.1%
+1,074,827
143
$37.5M 0.1%
+1,554,924
144
$37.4M 0.1%
+1,548,630
145
$36.5M 0.09%
+696,985
146
$36.4M 0.09%
+1,191,439
147
$35.7M 0.09%
+395,472
148
$34.7M 0.09%
+1,460,604
149
$34.6M 0.09%
+1,770,973
150
$34.1M 0.09%
+1,111,867
4 5
6
7 8