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
726
$206K ﹤0.01%
+4,131
727
$206K ﹤0.01%
+4,639
728
$201K ﹤0.01%
+1,824
729
$194K ﹤0.01%
+14,943
730
$175K ﹤0.01%
16,025
+231
731
$148K ﹤0.01%
+5,463
732
$147K ﹤0.01%
10,448
-1,335
733
$144K ﹤0.01%
+631
734
$138K ﹤0.01%
18,517
-47,560
735
$117K ﹤0.01%
2,100
+1,100
736
$104K ﹤0.01%
+2,118
737
$98K ﹤0.01%
+2,182
738
$93K ﹤0.01%
2,559
+5
739
$66K ﹤0.01%
12,295
740
$64K ﹤0.01%
17,270
741
$61K ﹤0.01%
+14,943
742
$52K ﹤0.01%
10,430
-5,572
743
$44K ﹤0.01%
1,629
-67
744
$40K ﹤0.01%
+10,550
745
$11K ﹤0.01%
+11,825
746
$10K ﹤0.01%
26,398
+16,398
747
-573
748
-7,745
749
-54,096
750
-17,258