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
176
$46.5M 0.06%
748,003
-65,069
177
$46.3M 0.06%
1,532,959
+44,182
178
$46.1M 0.06%
1,365,876
-113,466
179
$44.2M 0.06%
1,002,891
-41,361
180
$43.5M 0.06%
477,246
-8,456
181
$43.3M 0.06%
416,526
+98,728
182
$43.1M 0.06%
721,723
+21,993
183
$43M 0.06%
528,205
+31,269
184
$42.4M 0.06%
7,243,383
-865,201
185
$42.2M 0.06%
555,976
+132,292
186
$41.9M 0.06%
457,350
-139,429
187
$41.7M 0.06%
1,085,870
-628,736
188
$41.2M 0.05%
2,379,328
+67,836
189
$41.1M 0.05%
741,544
+146,152
190
$40.7M 0.05%
+2,748,825
191
$40.4M 0.05%
378,620
-57,408
192
$40M 0.05%
1,516,050
+319,986
193
$39.8M 0.05%
528,459
+85,685
194
$39.6M 0.05%
522,528
-30,527
195
$39.2M 0.05%
886,280
+183,424
196
$38.6M 0.05%
609,267
-6,611
197
$37.8M 0.05%
1,872,731
-56,867
198
$37M 0.05%
+2,543,188
199
$36.5M 0.05%
577,081
-5,132
200
$35.6M 0.05%
2,101,812
-1,484