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
51
$470M 0.52%
11,816,154
+709,200
52
$461M 0.51%
34,285,915
-1,252,164
53
$457M 0.51%
4,127,933
+192,702
54
$432M 0.48%
5,631,111
-567,237
55
$429M 0.47%
60,776,273
-1,418,250
56
$418M 0.46%
36,085,662
-10,326,397
57
$416M 0.46%
8,034,007
+297,093
58
$415M 0.46%
38,749,012
-1,327,023
59
$413M 0.46%
58,535,801
-1,226,016
60
$407M 0.45%
55,168,671
-527,710
61
$395M 0.44%
12,165,827
+10,861,181
62
$394M 0.44%
10,678,354
-225,429
63
$390M 0.43%
88,836,064
-18,271,698
64
$354M 0.39%
11,672,616
-634,961
65
$342M 0.38%
29,441,540
-4,923,758
66
$336M 0.37%
9,136,510
+1,884,270
67
$327M 0.36%
3,449,466
-61,157
68
$323M 0.36%
6,173,657
+312,511
69
$292M 0.32%
7,124,447
-1,240,395
70
$276M 0.3%
15,149,751
+591,351
71
$275M 0.3%
5,379,374
+302,157
72
$271M 0.3%
1,184,176
-33,735
73
$252M 0.28%
2,886,064
-14,426
74
$243M 0.27%
12,154,247
+393,695
75
$234M 0.26%
4,328,200
-61,600