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
151
$58.5M 0.08%
1,756,648
-38,387
152
$58.1M 0.08%
331,824
+5,666
153
$57.4M 0.08%
1,805,998
-37,097
154
$57.2M 0.08%
357,835
+65,876
155
$56.5M 0.08%
972,125
+77,328
156
$56.2M 0.07%
844,400
+482,539
157
$54.8M 0.07%
2,818,191
-50,769
158
$54.5M 0.07%
3,856,454
+267,760
159
$54.5M 0.07%
983,663
-21,247
160
$54.5M 0.07%
2,744,485
-98,732
161
$54.3M 0.07%
336,206
-9,348,140
162
$53.2M 0.07%
1,609,152
-31,623
163
$53M 0.07%
956,830
-38,560
164
$52.4M 0.07%
216,400
+49,966
165
$51.9M 0.07%
984,323
-56,472
166
$51.7M 0.07%
851,719
+248
167
$51.4M 0.07%
379,277
-43,205
168
$51.3M 0.07%
699,538
-5,945
169
$50.3M 0.07%
408,580
-8,661
170
$50.1M 0.07%
7,573,830
-505,100
171
$48.7M 0.06%
904,928
-17,461
172
$48.6M 0.06%
678,491
+93,375
173
$47.4M 0.06%
625,822
-8,719
174
$47.4M 0.06%
+438,014
175
$46.7M 0.06%
644,927
-9,625