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
176
$21.3M 0.06%
+835,008
177
$20.8M 0.05%
+638,685
178
$19.9M 0.05%
+427,908
179
$19.5M 0.05%
+340,681
180
$18.6M 0.05%
+759,370
181
$18.1M 0.05%
+1,650,540
182
$17M 0.04%
+967,271
183
$16.7M 0.04%
+630,999
184
$16.4M 0.04%
+357,937
185
$15.7M 0.04%
+1,205,745
186
$15.2M 0.04%
+253,130
187
$15.2M 0.04%
+532,837
188
$15.1M 0.04%
+873,670
189
$15M 0.04%
+260,250
190
$14.9M 0.04%
+184,488
191
$14.4M 0.04%
+258,089
192
$14M 0.04%
+237,543
193
$13.9M 0.04%
+427,272
194
$13.9M 0.04%
+304,013
195
$13.7M 0.04%
+217,792
196
$13.4M 0.03%
+182,894
197
$13.3M 0.03%
+183,273
198
$13.1M 0.03%
+624,609
199
$13M 0.03%
+320,665
200
$12.9M 0.03%
+211,092
6 7
8
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