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
201
$12.8M 0.03%
+2,833,620
202
$12.5M 0.03%
+291,345
203
$12.4M 0.03%
+276,052
204
$12.2M 0.03%
+308,566
205
$11.9M 0.03%
+166,676
206
$11.6M 0.03%
+183,860
207
$11.5M 0.03%
+136,309
208
$11.4M 0.03%
+268,897
209
$11.2M 0.03%
+920,541
210
$11.1M 0.03%
+241,404
211
$10.8M 0.03%
+950,660
212
$10.5M 0.03%
+188,981
213
$10.5M 0.03%
+65,895
214
$10.4M 0.03%
+276,295
215
$10.1M 0.03%
+521,240
216
$9.88M 0.03%
+388,760
217
$9.87M 0.03%
+118,746
218
$9.86M 0.03%
+304,136
219
$9.81M 0.03%
+259,000
220
$9.69M 0.03%
+213,250
221
$9.66M 0.03%
+500,348
222
$9.59M 0.02%
+85,789
223
$9.34M 0.02%
+376,900
224
$9.25M 0.02%
+213,054
225
$9.23M 0.02%
+243,415
7 8
9
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