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
126
$84M 0.09%
1,749,589
-37,866
127
$82.5M 0.09%
631,843
+3,420
128
$81.8M 0.09%
1,499,428
+531,450
129
$81.2M 0.09%
986,765
-17,333
130
$81M 0.09%
1,847,954
-52,018
131
$80.8M 0.09%
1,931,576
-49,874
132
$78.8M 0.09%
1,436,118
+104,809
133
$78.4M 0.09%
3,046,606
-50,479
134
$77.7M 0.09%
3,027,154
-58,920
135
$77.5M 0.09%
401,303
-5,259
136
$77M 0.09%
281,174
+27,888
137
$76.9M 0.09%
916,802
-34,111
138
$76.8M 0.08%
998,458
-10,439
139
$75.8M 0.08%
1,137,530
+39,136
140
$75.5M 0.08%
2,569,282
-59,696
141
$74.9M 0.08%
239,742
-5,773
142
$73.9M 0.08%
1,574,667
-34,924
143
$73.4M 0.08%
1,449,468
+1,829
144
$73.3M 0.08%
3,594,899
+38,087
145
$73.1M 0.08%
1,522,303
+6,389
146
$73.1M 0.08%
+670,719
147
$71.1M 0.08%
2,492,550
+81,985
148
$71.1M 0.08%
620,769
+17,507
149
$70.6M 0.08%
1,315,072
-24,368
150
$69.9M 0.08%
3,075,207
+112,382