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
26
$887M 0.98%
15,567,402
+562,921
27
$853M 0.94%
5,618,684
+274,633
28
$790M 0.87%
14,152,309
-3,811,548
29
$777M 0.86%
2,938,564
+97,798
30
$761M 0.84%
29,802,468
+643,124
31
$737M 0.81%
8,067,235
-662,888
32
$735M 0.81%
9,182,501
+293,620
33
$730M 0.81%
16,868,423
+367,961
34
$686M 0.76%
11,511,587
-278,625
35
$681M 0.75%
16,315,140
-556,201
36
$659M 0.73%
10,567,108
+470,757
37
$657M 0.73%
15,904,291
+529,694
38
$651M 0.72%
6,047,698
+501,232
39
$650M 0.72%
5,811,331
+223,850
40
$627M 0.69%
5,039,254
+166,952
41
$621M 0.69%
39,915,866
-1,217,919
42
$607M 0.67%
6,862,410
+165,266
43
$606M 0.67%
51,106,940
-297,767
44
$600M 0.66%
7,325,991
+241,352
45
$561M 0.62%
5,113,666
+124,615
46
$554M 0.61%
11,084,176
-576,626
47
$531M 0.59%
2,554,428
+75,020
48
$525M 0.58%
16,152,620
-861,472
49
$503M 0.56%
3,008,792
-50,950
50
$502M 0.55%
27,632,996
+22,804,524