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
151
$68.8M 0.08%
146,546
+4,006
152
$67.8M 0.08%
1,064,815
+1,055,119
153
$66.9M 0.07%
471,341
+29,980
154
$66.7M 0.07%
2,793,735
-81,370
155
$66.7M 0.07%
1,139,124
-32,895
156
$64.9M 0.07%
2,557,060
-5,203
157
$63.6M 0.07%
2,025,764
-63,058
158
$63M 0.07%
307,848
+5,211
159
$60.8M 0.07%
780,192
+110,752
160
$58.8M 0.07%
259,452
+41,326
161
$58.1M 0.06%
1,689,071
-19,981
162
$57.6M 0.06%
353,626
+83,222
163
$57.6M 0.06%
528,755
-4,066
164
$57.1M 0.06%
1,554,122
-6,867
165
$56.5M 0.06%
179,848
+32,577
166
$56.3M 0.06%
3,964,315
-1,074,106
167
$56.2M 0.06%
1,075,810
-12,613
168
$55.4M 0.06%
3,339,400
+12,831
169
$55.3M 0.06%
596,465
+48,382
170
$54.3M 0.06%
2,588,404
-42,364
171
$53.8M 0.06%
323,762
+62,099
172
$53.4M 0.06%
879,737
-45,517
173
$52.9M 0.06%
460,900
+1,459
174
$52.3M 0.06%
4,493,761
-133,919
175
$51.1M 0.06%
624,835
+9,096