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
76
$228M 0.25%
1,017,094
+7,245
77
$227M 0.25%
2,005,083
+265,132
78
$226M 0.25%
811,558
+23,385
79
$224M 0.25%
4,473,744
-68,260
80
$222M 0.25%
4,340,205
-192,790
81
$214M 0.24%
1,718,015
-12,964
82
$211M 0.23%
1,576,263
-8,841
83
$204M 0.23%
3,339,044
-636,714
84
$202M 0.22%
1,720,873
-68,162
85
$193M 0.21%
6,685,160
+6,662,387
86
$183M 0.2%
4,198,833
-167,181
87
$178M 0.2%
4,426,929
+865,685
88
$176M 0.2%
31,736,025
-15,536,251
89
$165M 0.18%
4,508,695
-125,887
90
$162M 0.18%
1,087,052
-23,382
91
$145M 0.16%
36,824,820
-430,137
92
$144M 0.16%
1,458,204
-2,143
93
$142M 0.16%
2,240,208
+195,299
94
$138M 0.15%
741,292
+95,966
95
$137M 0.15%
12,872,970
+565,102
96
$128M 0.14%
476,513
+57,968
97
$127M 0.14%
8,712,703
-384,277
98
$126M 0.14%
348,960
-5,256
99
$121M 0.13%
458,243
+41,299
100
$118M 0.13%
25,320,327
-1,514,532