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
376
$6.01M 0.01%
57,563
-3,678
377
$6M 0.01%
227,844
-1,267
378
$5.95M 0.01%
963,496
379
$5.94M 0.01%
74,299
-434
380
$5.92M 0.01%
80,408
+7,439
381
$5.82M 0.01%
36,424
-1,763
382
$5.6M 0.01%
52,739
-31,683
383
$5.57M 0.01%
38,530
+9,501
384
$5.41M 0.01%
178,363
+13,434
385
$5.39M 0.01%
122,279
+25,484
386
$5.39M 0.01%
35,448
+10,788
387
$5.37M 0.01%
18,378
-28
388
$5.34M 0.01%
229,197
389
$5.29M 0.01%
101,019
+3,784
390
$5.18M 0.01%
148,203
-7,132
391
$5.18M 0.01%
35,947
-2,291
392
$5.17M 0.01%
77,835
+20,532
393
$5.13M 0.01%
91,025
394
$5.09M 0.01%
49,269
+6,715
395
$4.95M 0.01%
89,634
+10,721
396
$4.92M 0.01%
108,075
+25,074
397
$4.91M 0.01%
55,474
+7,082
398
$4.9M 0.01%
105,726
+15,219
399
$4.89M 0.01%
44,431
+6,699
400
$4.8M 0.01%
29,855
+3,482