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
501
$1.8M ﹤0.01%
38,581
-1,170
502
$1.79M ﹤0.01%
120,276
+60,725
503
$1.77M ﹤0.01%
+21,910
504
$1.76M ﹤0.01%
111,833
+1,567
505
$1.73M ﹤0.01%
201,264
+20,601
506
$1.71M ﹤0.01%
4,394
+323
507
$1.7M ﹤0.01%
5,429
-99
508
$1.69M ﹤0.01%
+41,783
509
$1.68M ﹤0.01%
+12,839
510
$1.66M ﹤0.01%
6,813
+626
511
$1.64M ﹤0.01%
+19,557
512
$1.59M ﹤0.01%
22,756
-231
513
$1.59M ﹤0.01%
5
514
$1.53M ﹤0.01%
83,905
+10,248
515
$1.53M ﹤0.01%
+23,293
516
$1.52M ﹤0.01%
20,057
-351
517
$1.49M ﹤0.01%
64,740
+8,750
518
$1.46M ﹤0.01%
31,532
+3,627
519
$1.46M ﹤0.01%
22,710
520
$1.45M ﹤0.01%
37,931
+9,679
521
$1.45M ﹤0.01%
10,526
+908
522
$1.43M ﹤0.01%
11,270
-199
523
$1.42M ﹤0.01%
65,365
+1,203
524
$1.4M ﹤0.01%
+63,297
525
$1.4M ﹤0.01%
75,259
+8,016
19 20
21
22 23