Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$208M
2 +$123M
3 +$90.3M
4
SAN icon
Banco Santander
SAN
+$82.1M
5
FCX icon
Freeport-McMoran
FCX
+$57.3M

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
776
-11,581
777
-10,000
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779
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780
-5,847
781
-979,479
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784
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785
-17,260
786
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787
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-29,345
789
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-2,600
791
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-7,703
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-2,958
794
$0 ﹤0.01%
60,000
-327,651
795
-23,863
796
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797
$0 ﹤0.01%
125,400