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
301
$13.6M 0.02%
450,376
+103,221
302
$13.3M 0.01%
121,185
+840
303
$13.3M 0.01%
91,707
-59,988
304
$13.2M 0.01%
480,580
-8,382
305
$13.1M 0.01%
331,871
+40,288
306
$13.1M 0.01%
188,526
307
$13M 0.01%
39,353
-321
308
$12.9M 0.01%
92,241
-4,688
309
$12.8M 0.01%
+194,142
310
$12.5M 0.01%
293,800
+25,096
311
$12.4M 0.01%
77,289
-501
312
$12.3M 0.01%
118,508
-916
313
$12.3M 0.01%
207,283
-9,857
314
$12.3M 0.01%
837,564
-17,308
315
$12.1M 0.01%
472,909
+362
316
$12M 0.01%
267,728
+135,289
317
$11.9M 0.01%
311,024
-17,562
318
$11.7M 0.01%
212,450
+64,197
319
$11.5M 0.01%
316,000
320
$11.2M 0.01%
938,128
321
$11.1M 0.01%
195,630
+54,403
322
$10.9M 0.01%
175,519
-1,439
323
$10.9M 0.01%
256,920
-16,721
324
$10.8M 0.01%
78,843
-13,832
325
$10.7M 0.01%
119,448
-27,749