Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.05B 2.72%
+11,772,806
2
$940M 2.44%
+8,271,142
3
$872M 2.27%
+10,161,336
4
$861M 2.24%
+32,399,915
5
$812M 2.11%
+10,867,290
6
$760M 1.97%
+22,015,928
7
$754M 1.96%
+18,259,480
8
$698M 1.81%
+6,277,634
9
$691M 1.79%
+13,089,070
10
$680M 1.76%
+8,309,235
11
$667M 1.73%
+48,010,780
12
$660M 1.71%
+12,808,861
13
$659M 1.71%
+27,095,020
14
$642M 1.67%
+14,359,821
15
$629M 1.63%
+13,762,520
16
$626M 1.63%
+8,082,497
17
$608M 1.58%
+42,905,492
18
$601M 1.56%
+3,291,844
19
$597M 1.55%
+27,214,907
20
$594M 1.54%
+17,205,857
21
$590M 1.53%
+19,225,729
22
$585M 1.52%
+7,597,300
23
$557M 1.45%
+8,918,620
24
$551M 1.43%
+9,018,846
25
$547M 1.42%
+4,530,323
1
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