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
551
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6,065
+4,314
552
$906K ﹤0.01%
37,023
553
$865K ﹤0.01%
15,876
-2,277
554
$860K ﹤0.01%
138,724
+22,705
555
$855K ﹤0.01%
13,005
-2,920
556
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557
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$838K ﹤0.01%
14,430
+5,540
559
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8,229
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560
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10,289
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563
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75,645
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566
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20,074
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12,303
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$742K ﹤0.01%
15,449
-951
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$741K ﹤0.01%
17,021
-2,881
571
$729K ﹤0.01%
14,646
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572
$722K ﹤0.01%
3,422
+274
573
$709K ﹤0.01%
14,100
-88
574
$691K ﹤0.01%
+6,450
575
$683K ﹤0.01%
59,541