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
151
$32.6M 0.08%
+682,387
152
$31.2M 0.08%
+1,273,475
153
$31.1M 0.08%
+740,529
154
$30.6M 0.08%
+589,968
155
$30.3M 0.08%
+1,227,561
156
$30.1M 0.08%
+1,211,500
157
$29.9M 0.08%
+674,750
158
$29.6M 0.08%
+5,752,280
159
$29.5M 0.08%
+2,432,646
160
$28.6M 0.07%
+5,608,769
161
$28.5M 0.07%
+359,881
162
$28.3M 0.07%
+1,141,569
163
$27.3M 0.07%
+580,258
164
$27.3M 0.07%
+912,751
165
$27.1M 0.07%
+1,247,224
166
$27M 0.07%
+1,000,005
167
$26.3M 0.07%
+6,474,476
168
$25M 0.06%
+3,018,620
169
$23.7M 0.06%
+438,595
170
$23.1M 0.06%
+244,527
171
$23M 0.06%
+473,122
172
$22.2M 0.06%
+1,483,577
173
$21.7M 0.06%
+517,272
174
$21.5M 0.06%
+225,875
175
$21.3M 0.06%
+318,669
5 6
7
8 9