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
401
$4.75M 0.01%
396,411
-312,164
402
$4.65M 0.01%
71,169
-3,378
403
$4.64M 0.01%
724,381
-51,455
404
$4.59M 0.01%
250,829
+82,742
405
$4.48M 0.01%
111,018
+5,453
406
$4.47M ﹤0.01%
21,835
-244
407
$4.47M ﹤0.01%
16,285
+4,667
408
$4.39M ﹤0.01%
280,482
+34,611
409
$4.04M ﹤0.01%
89,007
-609
410
$4.01M ﹤0.01%
21,849
+6,660
411
$4M ﹤0.01%
78,630
+1,126
412
$3.98M ﹤0.01%
33,302
+5,200
413
$3.97M ﹤0.01%
153,573
+55,794
414
$3.97M ﹤0.01%
698,791
+67,709
415
$3.93M ﹤0.01%
391,795
416
$3.91M ﹤0.01%
174,802
-16,817
417
$3.9M ﹤0.01%
72,091
+3,661
418
$3.85M ﹤0.01%
110,314
+2,941
419
$3.85M ﹤0.01%
155,161
-4,779
420
$3.83M ﹤0.01%
28,753
+5,048
421
$3.83M ﹤0.01%
137,930
+7,255
422
$3.7M ﹤0.01%
215,367
+82,862
423
$3.59M ﹤0.01%
72,022
+270
424
$3.55M ﹤0.01%
69,590
+10,725
425
$3.54M ﹤0.01%
209,989
+100,863