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
601
$529K ﹤0.01%
6,028
+679
602
$529K ﹤0.01%
14,718
+60
603
$514K ﹤0.01%
9,289
+3,832
604
$512K ﹤0.01%
4,114
+2,077
605
$511K ﹤0.01%
2,767
+737
606
$509K ﹤0.01%
7,626
+3,401
607
$490K ﹤0.01%
9,232
+3,291
608
$490K ﹤0.01%
4,249
+1,509
609
$485K ﹤0.01%
+8,739
610
$484K ﹤0.01%
10,369
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611
$474K ﹤0.01%
8,475
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612
$470K ﹤0.01%
35,744
613
$454K ﹤0.01%
7,975
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614
$451K ﹤0.01%
18,788
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615
$451K ﹤0.01%
5,677
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616
$435K ﹤0.01%
1,770
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617
$434K ﹤0.01%
3,909
+1,020
618
$431K ﹤0.01%
9,569
-502
619
$431K ﹤0.01%
4,607
+208
620
$431K ﹤0.01%
+18,030
621
$431K ﹤0.01%
21,627
+2,162
622
$425K ﹤0.01%
5,857
-368
623
$423K ﹤0.01%
1,614
-30
624
$422K ﹤0.01%
2,428
+919
625
$421K ﹤0.01%
14,630
+2,200