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
326
$10.6M 0.01%
365,616
+20,120
327
$10.4M 0.01%
90,789
-92
328
$10.1M 0.01%
418,974
+61,810
329
$9.96M 0.01%
2,096,783
-300,432
330
$9.88M 0.01%
145,777
+68,684
331
$9.88M 0.01%
121,487
+12,669
332
$9.78M 0.01%
1,414,830
+7,024
333
$9.75M 0.01%
136,973
+21,948
334
$9.64M 0.01%
155,086
-22,499
335
$9.36M 0.01%
304,963
-7,756
336
$9.33M 0.01%
810,847
-36,787
337
$9.3M 0.01%
66,328
-811
338
$9.19M 0.01%
61,848
-582
339
$9.16M 0.01%
123,386
+18,749
340
$9M 0.01%
112,342
-763
341
$8.99M 0.01%
271,495
+64,832
342
$8.98M 0.01%
1,053,163
+741,911
343
$8.86M 0.01%
393,104
-82
344
$8.58M 0.01%
62,944
+33,833
345
$8.55M 0.01%
125,595
-5,874
346
$8.48M 0.01%
147,260
-9,556
347
$8.44M 0.01%
168,932
+2,852
348
$8.21M 0.01%
111,381
+6,435
349
$8.13M 0.01%
88,681
+30,215
350
$8.08M 0.01%
278,622
+5,241