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
701
$239K ﹤0.01%
+4,169
702
$238K ﹤0.01%
+2,108
703
$237K ﹤0.01%
83,310
-119,890
704
$235K ﹤0.01%
+2,040
705
$234K ﹤0.01%
+7,902
706
$233K ﹤0.01%
+5,185
707
$233K ﹤0.01%
+3,371
708
$231K ﹤0.01%
10,208
+173
709
$228K ﹤0.01%
3,059
+105
710
$226K ﹤0.01%
+4,048
711
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712
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$221K ﹤0.01%
+2,170
714
$218K ﹤0.01%
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715
$216K ﹤0.01%
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$216K ﹤0.01%
+10,394
717
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+762
718
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719
$212K ﹤0.01%
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720
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52,955
721
$210K ﹤0.01%
+5,238
722
$208K ﹤0.01%
5,410
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723
$207K ﹤0.01%
+5,181
724
$207K ﹤0.01%
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725
$206K ﹤0.01%
+2,041