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
176
$50.3M 0.06%
815,892
+757,130
177
$50.2M 0.06%
2,427,455
+96,526
178
$49.2M 0.05%
1,490,039
+423,522
179
$48.6M 0.05%
413,124
-21,694
180
$47.1M 0.05%
1,529,410
+144,617
181
$46.9M 0.05%
+512,420
182
$46M 0.05%
266,816
-18,067
183
$45.5M 0.05%
1,560,660
-34,917
184
$45.5M 0.05%
190,381
+51,438
185
$45M 0.05%
2,535,561
-92,637
186
$44.4M 0.05%
1,614,233
+229
187
$44M 0.05%
251,604
+74,670
188
$43.9M 0.05%
2,093,500
+197,970
189
$43.6M 0.05%
781,166
+5,698
190
$43.5M 0.05%
507,822
-8,151
191
$43.4M 0.05%
1,098,212
+66,843
192
$43.4M 0.05%
863,227
-67,088
193
$43M 0.05%
2,175,636
+336,136
194
$42.9M 0.05%
2,345,309
-56,755
195
$42.8M 0.05%
1,055,903
+53,036
196
$42.4M 0.05%
2,865,834
-74,188
197
$42.2M 0.05%
437,796
+3,723
198
$42.1M 0.05%
623,051
+7,250
199
$41.2M 0.05%
690,532
-29,739
200
$41.2M 0.05%
235,797
+102,418