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
201
$35.4M 0.05%
425,078
-14,903
202
$34.7M 0.05%
477,849
-192,316
203
$34.6M 0.05%
1,850,090
+144,840
204
$34M 0.05%
885,049
-16,878
205
$33.8M 0.04%
123,409
+24,129
206
$33.3M 0.04%
455,018
-39,895
207
$33.2M 0.04%
764,932
+53,625
208
$33.1M 0.04%
738,782
+373,301
209
$33.1M 0.04%
878,231
+72,143
210
$31.9M 0.04%
361,600
-3,169
211
$30.4M 0.04%
708,958
+9,742
212
$30.4M 0.04%
338,600
-117,397
213
$30.4M 0.04%
2,321,600
-38,538
214
$30.2M 0.04%
349,795
-36,107
215
$30M 0.04%
585,262
+740
216
$29.2M 0.04%
315,330
-2,718
217
$28.5M 0.04%
354,733
-26,730
218
$28.5M 0.04%
1,463,367
-18,996
219
$28.4M 0.04%
283,729
-816
220
$27.7M 0.04%
401,090
+98,768
221
$27.6M 0.04%
309,343
+78,237
222
$27.5M 0.04%
149,884
-3,794
223
$27.1M 0.04%
707,263
-18,639
224
$25.1M 0.03%
525,626
+126,181
225
$25.1M 0.03%
577,456
-62,510