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
$90.5B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Sells

1 +$213M
2 +$119M
3 +$86.4M
4
SAN icon
Banco Santander
SAN
+$80.2M
5
NVS icon
Novartis
NVS
+$60.5M

Sector Composition

1 Technology 18.57%
2 Financials 12.78%
3 Healthcare 11.18%
4 Consumer Discretionary 8.38%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$23.1M 0.03%
516,902
-15,538
252
$23.1M 0.03%
349,185
-21,079
253
$23.1M 0.03%
481,192
+115,012
254
$22.9M 0.03%
320,164
-136,599
255
$22.9M 0.03%
345,847
-10,727
256
$22.8M 0.03%
176,901
-1,107
257
$22.1M 0.02%
4,451,552
-206,868
258
$22.1M 0.02%
226,673
-34,164
259
$22M 0.02%
577,046
-4,738
260
$21.7M 0.02%
329,716
-3,080
261
$21.5M 0.02%
403,089
+85,525
262
$21.3M 0.02%
123,188
-1,540
263
$21.2M 0.02%
1,593,091
+218,047
264
$20.9M 0.02%
484,534
+27,353
265
$20.4M 0.02%
209,328
-26,264
266
$20M 0.02%
1,163,160
+221,470
267
$19.8M 0.02%
332,606
+84,922
268
$19.7M 0.02%
232,217
+19,194
269
$19.7M 0.02%
300,523
+46,038
270
$19.2M 0.02%
259,312
-22,667
271
$19.2M 0.02%
558,799
-11,893
272
$19.2M 0.02%
89,941
-72,400
273
$18.8M 0.02%
1,497,162
+112
274
$18.7M 0.02%
422,004
+26,073
275
$18.6M 0.02%
109,124
+26,217