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
126
$71M 0.09%
659,719
+22,670
127
$70.5M 0.09%
609,281
-33,510
128
$70.4M 0.09%
1,271,207
-507,066
129
$70.4M 0.09%
1,421,022
-32,606
130
$69.9M 0.09%
436,212
+32,998
131
$69.8M 0.09%
973,005
+47,075
132
$69.7M 0.09%
877,769
-25,987
133
$68.3M 0.09%
968,992
-48,615
134
$68.1M 0.09%
1,204,422
-14,642
135
$67.5M 0.09%
124,674
+20,678
136
$67M 0.09%
769,982
-12,802
137
$66.7M 0.09%
1,276,828
-15,081
138
$66.3M 0.09%
265,072
-10,105
139
$66M 0.09%
1,185,539
-29,665
140
$64.4M 0.09%
5,929,276
-110,138
141
$64.1M 0.09%
5,192,457
+2,806,220
142
$64M 0.08%
1,059,559
-26,724
143
$63.2M 0.08%
337,592
-11,257
144
$62.5M 0.08%
4,061,818
-113,797
145
$60.6M 0.08%
2,621,697
-225,501
146
$60.3M 0.08%
2,883,280
-92,244
147
$60.2M 0.08%
2,984,721
-80,527
148
$60.2M 0.08%
517,668
+111,906
149
$59.4M 0.08%
3,756,500
-84,682
150
$59.4M 0.08%
313,997
-17,661