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
351
$8.04M 0.01%
68,150
+16,771
352
$8.01M 0.01%
93,508
-110
353
$7.98M 0.01%
101,626
-8,668
354
$7.98M 0.01%
141,797
+17,103
355
$7.84M 0.01%
79,105
-20,908
356
$7.75M 0.01%
198,736
+28,453
357
$7.65M 0.01%
+164,151
358
$7.62M 0.01%
210,144
359
$7.39M 0.01%
50,677
+46,429
360
$7.35M 0.01%
183,527
-9,838
361
$7.3M 0.01%
537,027
-12,641
362
$7.09M 0.01%
601,939
363
$6.71M 0.01%
77,477
-663
364
$6.68M 0.01%
87,769
+25,561
365
$6.62M 0.01%
153,996
-1,354
366
$6.45M 0.01%
40,940
+13,123
367
$6.44M 0.01%
893,686
-52,520
368
$6.42M 0.01%
258,428
+11,767
369
$6.41M 0.01%
135,545
-19,783
370
$6.39M 0.01%
84,650
+8,735
371
$6.37M 0.01%
80,109
+42,099
372
$6.32M 0.01%
86,489
-61,345
373
$6.28M 0.01%
74,420
+47,257
374
$6.2M 0.01%
61,390
+2,344
375
$6.02M 0.01%
420,000