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
576
$651K ﹤0.01%
23,210
+4,322
577
$651K ﹤0.01%
8,341
+1,273
578
$649K ﹤0.01%
105,125
579
$647K ﹤0.01%
15,044
+4,957
580
$641K ﹤0.01%
8,541
+758
581
$633K ﹤0.01%
+3,725
582
$630K ﹤0.01%
6,271
-654
583
$630K ﹤0.01%
+13,118
584
$629K ﹤0.01%
4,967
-64
585
$616K ﹤0.01%
4,084
+508
586
$611K ﹤0.01%
11,344
+2,152
587
$594K ﹤0.01%
35,895
+11,116
588
$591K ﹤0.01%
8,242
-296
589
$590K ﹤0.01%
12,786
590
$587K ﹤0.01%
22,461
-13,999
591
$580K ﹤0.01%
4,356
+1,788
592
$568K ﹤0.01%
3,433
+1,485
593
$565K ﹤0.01%
29,918
+8,107
594
$565K ﹤0.01%
44,469
+28,683
595
$559K ﹤0.01%
1,950
+107
596
$558K ﹤0.01%
+3,785
597
$541K ﹤0.01%
2,587
+57
598
$539K ﹤0.01%
2,063
+869
599
$534K ﹤0.01%
3,437
+1,102
600
$530K ﹤0.01%
9,622
+416