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
151
$60.9M 0.08%
922,389
-6,357
152
$60.7M 0.08%
642,791
-9,628
153
$60.6M 0.08%
8,078,930
-2,127
154
$59.2M 0.08%
612,650
-70,624
155
$58M 0.08%
1,843,095
-24,333
156
$57.7M 0.08%
596,779
-24,103
157
$57M 0.07%
1,040,795
-35,440
158
$55.2M 0.07%
1,219,064
-29,165
159
$54M 0.07%
705,483
+63,157
160
$53.9M 0.07%
417,241
-2,550
161
$53.4M 0.07%
103,996
-6,522
162
$52.9M 0.07%
894,797
+86,723
163
$52.5M 0.07%
+3,588,694
164
$51.5M 0.07%
291,959
-15,879
165
$51M 0.07%
851,471
+133,601
166
$49.9M 0.07%
813,072
-2,198
167
$49.8M 0.07%
1,004,910
-52,236
168
$49.4M 0.06%
326,158
+4,939
169
$48.8M 0.06%
485,702
-2,959
170
$48.2M 0.06%
634,541
-3,150
171
$47.7M 0.06%
436,028
-16,128
172
$47.6M 0.06%
995,390
-9,865
173
$47.2M 0.06%
8,108,584
+3,788,844
174
$47.1M 0.06%
654,552
-19,485
175
$47M 0.06%
670,165
-7,770