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 Buys

1
+$414M
2
+$353M
3
+$331M
4
FRLG
Large Cap Growth Index-Linked Exchange Traded Notes due 2028
FRLG
+$200M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$193M

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
426
$3.52M ﹤0.01%
67,023
-52,768
427
$3.44M ﹤0.01%
147,085
-68
428
$3.41M ﹤0.01%
48,841
-43,039
429
$3.37M ﹤0.01%
67,292
-172
430
$3.36M ﹤0.01%
62,033
+8,719
431
$3.34M ﹤0.01%
131,918
+29,619
432
$3.33M ﹤0.01%
50,572
+8,870
433
$3.3M ﹤0.01%
36,713
-494
434
$3.29M ﹤0.01%
55,477
+7,740
435
$3.27M ﹤0.01%
80,390
+11,187
436
$3.26M ﹤0.01%
83,286
+10,902
437
$3.25M ﹤0.01%
28,125
-86
438
$3.24M ﹤0.01%
37,950
-563
439
$3.23M ﹤0.01%
21,003
+2,353
440
$3.21M ﹤0.01%
83,186
+216
441
$3.18M ﹤0.01%
342,818
+21,990
442
$3.15M ﹤0.01%
90,259
+6,765
443
$3.15M ﹤0.01%
20,586
-14,726
444
$3.15M ﹤0.01%
59,901
+4,040
445
$3.13M ﹤0.01%
82,359
+28
446
$3.08M ﹤0.01%
10,523
+2,052
447
$3.04M ﹤0.01%
85,183
+11,589
448
$2.95M ﹤0.01%
85,989
449
$2.94M ﹤0.01%
161,468
+10,325
450
$2.81M ﹤0.01%
21,275
+1,160
16 17
18
19 20