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
526
$1.36M ﹤0.01%
41,970
+5,674
527
$1.33M ﹤0.01%
713,106
+118,526
528
$1.32M ﹤0.01%
+21,375
529
$1.28M ﹤0.01%
6,445
+141
530
$1.25M ﹤0.01%
79,820
+43,960
531
$1.25M ﹤0.01%
3,445
-315
532
$1.21M ﹤0.01%
60,190
+10,260
533
$1.21M ﹤0.01%
+11,072
534
$1.14M ﹤0.01%
351,277
+40,716
535
$1.14M ﹤0.01%
54,579
+5,866
536
$1.11M ﹤0.01%
43,224
+4,305
537
$1.11M ﹤0.01%
38,364
538
$1.09M ﹤0.01%
29,798
+2
539
$1.08M ﹤0.01%
34,795
+1,286
540
$1.06M ﹤0.01%
19,881
+306
541
$1.06M ﹤0.01%
1,729
-75
542
$1.03M ﹤0.01%
34,700
-11
543
$1.03M ﹤0.01%
245,369
+29,762
544
$1.02M ﹤0.01%
206,353
+1,696
545
$1.02M ﹤0.01%
12,092
-197
546
$1.02M ﹤0.01%
19,824
+12,502
547
$993K ﹤0.01%
17,843
-91
548
$982K ﹤0.01%
50,860
+6,649
549
$920K ﹤0.01%
17,474
+6,263
550
$918K ﹤0.01%
73,701