Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1B
AUM Growth
+$3.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

1 +$290M
2 +$272M
3 +$268M
4
AAPL icon
Apple
AAPL
+$139M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$80.2M

Sector Composition

1 Financials 19.72%
2 Technology 12.76%
3 Healthcare 12.06%
4 Consumer Discretionary 7.83%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$38.6M 0.09%
1,088,554
-19,205
152
$38.3M 0.09%
883,806
-24,675
153
$38.1M 0.09%
627,922
-25,865
154
$37.8M 0.09%
2,088,220
-57,050
155
$37.7M 0.09%
661,817
-1,343
156
$37.5M 0.08%
1,515,815
-24,350
157
$36.1M 0.08%
410,924
+226,443
158
$35.9M 0.08%
2,921,020
-97,700
159
$35.2M 0.08%
1,160,424
-25,500
160
$34.8M 0.08%
460,985
+19,440
161
$34.1M 0.08%
657,042
-20,845
162
$34.1M 0.08%
324,065
-5,037
163
$33.9M 0.08%
7,065,701
+374,975
164
$33.5M 0.08%
871,129
+92,400
165
$30.3M 0.07%
207,850
-15,500
166
$29.6M 0.07%
1,190,576
-22,625
167
$29.1M 0.07%
213,566
-4,568
168
$28.3M 0.06%
2,334,451
-59,025
169
$27.9M 0.06%
1,431,712
-54,556
170
$27.6M 0.06%
363,206
-4,600
171
$26.2M 0.06%
1,133,459
-25,554
172
$26M 0.06%
645,925
+379,800
173
$25.6M 0.06%
906,445
-83,385
174
$25.4M 0.06%
616,535
-40,275
175
$24.5M 0.06%
924,477
-18,558