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
176
$45.3M 0.06%
1,488,777
-6,483
177
$44.1M 0.06%
585,116
+339,520
178
$43.1M 0.06%
1,929,598
+5,515
179
$42.8M 0.06%
854,797
+6,512
180
$42.5M 0.06%
699,730
-5,327
181
$41.9M 0.05%
2,311,492
+68,046
182
$41.8M 0.05%
2,360,138
-18,550
183
$41.5M 0.05%
405,762
-42,093
184
$41.1M 0.05%
496,936
+33,346
185
$41M 0.05%
1,044,252
-12,375
186
$41M 0.05%
727,862
+682,762
187
$40.8M 0.05%
494,913
+2,993
188
$40.8M 0.05%
166,434
+40,839
189
$40.5M 0.05%
455,997
-1,442
190
$40.4M 0.05%
553,055
-18,728
191
$38.4M 0.05%
901,927
-2,225
192
$38.3M 0.05%
439,981
-7,289
193
$38.2M 0.05%
6,039,414
-50,500
194
$38.1M 0.05%
595,392
-108,521
195
$35.9M 0.05%
725,902
-8,125
196
$35.7M 0.05%
582,213
+77,720
197
$35.1M 0.05%
381,463
-14,283
198
$34.8M 0.05%
584,522
+4,306
199
$34.7M 0.05%
2,386,237
+42,504
200
$34.5M 0.05%
699,216
-4,943