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
276
$18.6M 0.02%
319,049
-382
277
$18.4M 0.02%
605,337
+10,350
278
$18.2M 0.02%
186,810
+4,797
279
$18M 0.02%
161,913
+24,565
280
$18M 0.02%
375,574
+5,959
281
$18M 0.02%
336,740
+40
282
$17.8M 0.02%
935,051
+82,644
283
$17.7M 0.02%
144,247
-1,990
284
$17.7M 0.02%
245,646
285
$17.4M 0.02%
2,592,826
-116,261
286
$17.3M 0.02%
1,948,707
-202,562
287
$17M 0.02%
464,016
+16,773
288
$16.7M 0.02%
827,957
+194,560
289
$16.1M 0.02%
1,166,599
-27,978
290
$16M 0.02%
1,308,818
-20,032
291
$16M 0.02%
97,467
+2,619
292
$15.8M 0.02%
711,598
+730
293
$15.4M 0.02%
61,000
-20
294
$15.3M 0.02%
248,736
+814
295
$14.8M 0.02%
388,191
-2,660
296
$14.5M 0.02%
109,051
-534
297
$14.4M 0.02%
4,545,088
-66,631
298
$14.3M 0.02%
543,002
+1,484
299
$14M 0.02%
141,527
+29,028
300
$13.8M 0.02%
455,208
+28,613