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
476
$2.21M ﹤0.01%
623,579
-6,507,506
477
$2.2M ﹤0.01%
81,663
+100
478
$2.18M ﹤0.01%
47,042
-9,058
479
$2.15M ﹤0.01%
5,873
-35
480
$2.15M ﹤0.01%
6,600
-444
481
$2.1M ﹤0.01%
74,270
+7,996
482
$2.1M ﹤0.01%
10,107
+817
483
$2.08M ﹤0.01%
55,005
+10,554
484
$2.04M ﹤0.01%
58,167
+5,243
485
$2.03M ﹤0.01%
+25,107
486
$2M ﹤0.01%
99,186
487
$1.99M ﹤0.01%
49,111
+1,000
488
$1.99M ﹤0.01%
11,752
+1,167
489
$1.95M ﹤0.01%
+11,660
490
$1.92M ﹤0.01%
93,233
+17,178
491
$1.92M ﹤0.01%
35,375
+3,581
492
$1.91M ﹤0.01%
90,756
+9,071
493
$1.9M ﹤0.01%
121,192
+7,661
494
$1.87M ﹤0.01%
216,350
+629
495
$1.87M ﹤0.01%
67,628
+4,952
496
$1.86M ﹤0.01%
27,323
-8
497
$1.84M ﹤0.01%
+41,918
498
$1.83M ﹤0.01%
42,328
499
$1.82M ﹤0.01%
973
+25
500
$1.81M ﹤0.01%
95,914
+11,897