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
201
$33.3M 0.04%
364,769
-1,899
202
$33.2M 0.04%
317,798
-43,264
203
$32.4M 0.04%
284,545
-2,304
204
$32.4M 0.04%
1,705,250
-306,820
205
$31.7M 0.04%
442,774
-26,626
206
$31.6M 0.04%
99,280
-8,584
207
$31.5M 0.04%
702,856
+160,289
208
$31.4M 0.04%
615,878
-2,500
209
$31.2M 0.04%
423,684
-52,999
210
$31M 0.04%
806,088
-10,339
211
$30.9M 0.04%
711,307
+56,103
212
$30.6M 0.04%
1,196,064
+82,482
213
$30.5M 0.04%
385,902
-24,587
214
$30.2M 0.04%
153,678
-4,969
215
$29.9M 0.04%
2,103,296
-83,949
216
$27.6M 0.04%
318,048
-15,230
217
$27.4M 0.04%
1,163,708
+4,475
218
$27.1M 0.04%
317,420
-19,204
219
$26.9M 0.04%
982,473
-6,750
220
$26.8M 0.04%
767,965
-5,525
221
$25.7M 0.03%
530,569
+1,650
222
$25.2M 0.03%
550,071
+5,076
223
$25.1M 0.03%
460,320
-22,436
224
$24.7M 0.03%
1,482,363
-11,675
225
$24.3M 0.03%
506,801
-25,744