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
$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
1
$2.75B 3.59%
22,614,635
+560,743
2
$2.1B 2.74%
35,871,140
+763,040
3
$1.9B 2.48%
44,827,896
+1,274,284
4
$1.87B 2.45%
16,419,486
+448,015
5
$1.84B 2.4%
10,671,199
+383,104
6
$1.69B 2.21%
12,127,379
+329,705
7
$1.66B 2.16%
9,684,346
-99,909
8
$1.66B 2.16%
7,256,016
+496,910
9
$1.45B 1.89%
16,946,738
+504,877
10
$1.35B 1.76%
33,991,685
+81,730
11
$1.34B 1.74%
5,878,975
-53,390
12
$1.32B 1.72%
38,336,456
+1,319,134
13
$1.18B 1.54%
11,872,530
+325,140
14
$1.16B 1.52%
22,117,520
+830,760
15
$1.11B 1.45%
6,434,433
+737,458
16
$1.01B 1.31%
21,803,004
+532,817
17
$860M 1.12%
26,120,943
+7,912,548
18
$841M 1.1%
9,149,634
+269,402
19
$828M 1.08%
25,957,027
+1,132,546
20
$806M 1.05%
15,855,494
+134,128
21
$789M 1.03%
42,907,502
+1,604,297
22
$771M 1.01%
11,049,708
+272,179
23
$770M 1.01%
6,850,748
+251,593
24
$752M 0.98%
3,968,443
-1,512,246
25
$738M 0.96%
39,991,232
+1,813,102