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
676
$268K ﹤0.01%
+903
677
$268K ﹤0.01%
+911
678
$263K ﹤0.01%
+1,153
679
$263K ﹤0.01%
+4,603
680
$262K ﹤0.01%
7,661
+777
681
$261K ﹤0.01%
2,072
+370
682
$260K ﹤0.01%
4,176
-652
683
$260K ﹤0.01%
+3,155
684
$259K ﹤0.01%
2,798
+393
685
$258K ﹤0.01%
3,311
+65
686
$258K ﹤0.01%
+2,210
687
$258K ﹤0.01%
+1,545
688
$258K ﹤0.01%
+1,254
689
$257K ﹤0.01%
8,878
690
$255K ﹤0.01%
+4,440
691
$255K ﹤0.01%
+4,833
692
$252K ﹤0.01%
2,667
+238
693
$251K ﹤0.01%
+1,603
694
$246K ﹤0.01%
+1,707
695
$243K ﹤0.01%
+7,505
696
$243K ﹤0.01%
2,016
-13
697
$243K ﹤0.01%
16,305
+4,515
698
$242K ﹤0.01%
+6,560
699
$242K ﹤0.01%
31,660
700
$240K ﹤0.01%
8,419
-1,364