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
$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
1
$2.78B 3.69%
23,674,931
+1,060,296
2
$2.68B 3.56%
37,061,460
+1,190,320
3
$2.04B 2.7%
17,046,267
+626,781
4
$1.98B 2.63%
10,792,272
+121,073
5
$1.96B 2.6%
46,771,020
+1,943,124
6
$1.82B 2.41%
7,798,271
+542,255
7
$1.62B 2.15%
12,639,622
+512,243
8
$1.61B 2.13%
17,597,640
+650,902
9
$1.49B 1.98%
+15,406,823
10
$1.48B 1.97%
33,869,039
-122,646
11
$1.34B 1.78%
39,813,592
+1,477,136
12
$1.33B 1.77%
5,763,327
-115,648
13
$1.22B 1.61%
23,473,160
+1,355,640
14
$1.18B 1.57%
22,690,661
+887,657
15
$1.17B 1.55%
7,231,944
+797,511
16
$910M 1.21%
9,750,276
-2,122,254
17
$818M 1.08%
27,573,507
+1,452,564
18
$784M 1.04%
44,392,584
+1,485,082
19
$755M 1%
27,137,429
+1,180,402
20
$753M 1%
9,493,070
+343,436
21
$752M 1%
4,218,064
+249,621
22
$742M 0.98%
17,307,161
+614,625
23
$734M 0.97%
6,982,476
+131,728
24
$722M 0.96%
11,337,368
+287,660
25
$705M 0.93%
41,617,351
+1,626,119