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
126
$74.5M 0.1%
3,159,106
-36,512
127
$74M 0.1%
4,175,615
+65,251
128
$73.3M 0.1%
1,453,628
-11,532
129
$73.1M 0.1%
694,783
-25,247
130
$72.9M 0.1%
247,322
-24,908
131
$72.2M 0.09%
1,215,204
-15,185
132
$72.2M 0.09%
+925,930
133
$71.3M 0.09%
2,975,524
-99,908
134
$70.9M 0.09%
1,795,035
-3,324
135
$70.2M 0.09%
637,049
+59,956
136
$68.8M 0.09%
712,631
-3,695
137
$67.8M 0.09%
1,017,607
-33,126
138
$67.5M 0.09%
1,714,606
-17,725
139
$66.4M 0.09%
2,847,198
+213,011
140
$65.7M 0.09%
1,479,342
-468
141
$65.7M 0.09%
275,177
-2,264
142
$63.7M 0.08%
1,086,283
-10,329
143
$63.4M 0.08%
331,658
-2,324
144
$63.2M 0.08%
348,849
+19,179
145
$63.1M 0.08%
2,843,217
-47,572
146
$63M 0.08%
2,868,960
-24,975
147
$62.8M 0.08%
403,214
+28,242
148
$62.8M 0.08%
1,640,775
-10,050
149
$61.7M 0.08%
422,482
+407,922
150
$61.2M 0.08%
3,065,248
-17,652