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
451
$2.76M ﹤0.01%
48,310
-521,414
452
$2.73M ﹤0.01%
100,722
+14,338
453
$2.68M ﹤0.01%
100,611
-3,289
454
$2.63M ﹤0.01%
15,469
+165
455
$2.59M ﹤0.01%
90,634
+13,664
456
$2.54M ﹤0.01%
113,938
+14,614
457
$2.51M ﹤0.01%
91,649
-13,050
458
$2.51M ﹤0.01%
29,903
-8,946
459
$2.51M ﹤0.01%
33,367
+3,150
460
$2.44M ﹤0.01%
106,596
-15
461
$2.4M ﹤0.01%
64,361
+250
462
$2.4M ﹤0.01%
28,197
-371
463
$2.39M ﹤0.01%
34,278
464
$2.38M ﹤0.01%
65,866
+11,087
465
$2.38M ﹤0.01%
217,537
-5,058
466
$2.36M ﹤0.01%
25,658
+84
467
$2.36M ﹤0.01%
78,834
+13,470
468
$2.36M ﹤0.01%
58,901
+8,306
469
$2.34M ﹤0.01%
103,931
+15,000
470
$2.33M ﹤0.01%
164,202
471
$2.31M ﹤0.01%
36,299
+6,477
472
$2.31M ﹤0.01%
48,888
-166,058
473
$2.31M ﹤0.01%
12,678
+115
474
$2.3M ﹤0.01%
143,734
+18,439
475
$2.26M ﹤0.01%
36,759
+29,991
17 18
19
20 21