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
651
$339K ﹤0.01%
+4,199
652
$339K ﹤0.01%
7,178
+844
653
$336K ﹤0.01%
9,966
+101
654
$328K ﹤0.01%
+3,723
655
$327K ﹤0.01%
8,410
+2,790
656
$316K ﹤0.01%
+2,856
657
$314K ﹤0.01%
7,955
658
$312K ﹤0.01%
3,574
+983
659
$309K ﹤0.01%
+9,993
660
$306K ﹤0.01%
+4,045
661
$303K ﹤0.01%
+1,340
662
$303K ﹤0.01%
+3,467
663
$298K ﹤0.01%
3,696
+225
664
$294K ﹤0.01%
998
-1,837
665
$291K ﹤0.01%
+7,121
666
$288K ﹤0.01%
+1,928
667
$287K ﹤0.01%
16,861
+361
668
$287K ﹤0.01%
1,648
+107
669
$285K ﹤0.01%
1,666
+169
670
$285K ﹤0.01%
10,472
-2,581
671
$284K ﹤0.01%
+4,358
672
$272K ﹤0.01%
+1,451
673
$272K ﹤0.01%
4,632
+166
674
$272K ﹤0.01%
+17,240
675
$269K ﹤0.01%
+2,371