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
626
$420K ﹤0.01%
3,243
-117
627
$415K ﹤0.01%
+2,399
628
$409K ﹤0.01%
+15,466
629
$405K ﹤0.01%
+8,061
630
$402K ﹤0.01%
11,540
+349
631
$397K ﹤0.01%
+1,229
632
$393K ﹤0.01%
17,912
-845
633
$393K ﹤0.01%
73,583
634
$390K ﹤0.01%
+4,253
635
$388K ﹤0.01%
3,608
+140
636
$388K ﹤0.01%
+7,860
637
$384K ﹤0.01%
3,224
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$383K ﹤0.01%
4,339
-1,476
639
$381K ﹤0.01%
3,674
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640
$378K ﹤0.01%
305,070
-100
641
$373K ﹤0.01%
22,837
-17,868
642
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643
$369K ﹤0.01%
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644
$369K ﹤0.01%
2,257
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645
$367K ﹤0.01%
4,235
+626
646
$358K ﹤0.01%
+8,100
647
$355K ﹤0.01%
163,468
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648
$352K ﹤0.01%
12,041
649
$351K ﹤0.01%
+7,308
650
$342K ﹤0.01%
6,251
+971