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
101
$115M 0.13%
2,038,997
+8,417
102
$113M 0.13%
905,218
-1,523
103
$110M 0.12%
1,051,180
-17,609
104
$107M 0.12%
2,725,883
-49,908
105
$107M 0.12%
26,127,080
+5,151,680
106
$105M 0.12%
3,075,596
+68,669
107
$103M 0.11%
3,742,558
-71,767
108
$100M 0.11%
264,801
-802
109
$98.4M 0.11%
270,316
-7,327
110
$97.3M 0.11%
509,347
+9,857
111
$96M 0.11%
1,817,328
-13,571
112
$95.8M 0.11%
349,708
-10,059
113
$94.2M 0.1%
2,645,474
+36,746
114
$94.1M 0.1%
1,407,281
-27,900
115
$93M 0.1%
525,696
-2,363
116
$92.9M 0.1%
+3,272,430
117
$91.3M 0.1%
1,951,569
-63,115
118
$88.7M 0.1%
977,985
-6,186
119
$88.5M 0.1%
1,206,796
+79,400
120
$87.6M 0.1%
2,101,195
+237,555
121
$86.2M 0.1%
2,889,564
+67,590
122
$85.6M 0.09%
5,180,079
-141,061
123
$84.9M 0.09%
2,835,978
+259,410
124
$84.4M 0.09%
+1,359,964
125
$84.1M 0.09%
861,937
+38,705