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
201
$41M 0.05%
1,057,075
-56,604
202
$40.3M 0.04%
690,272
-24,930
203
$40.1M 0.04%
294,401
-7,625
204
$40.1M 0.04%
4,814,273
+428,050
205
$40M 0.04%
607,612
-15,558
206
$39.9M 0.04%
2,006,369
+35,940
207
$39.4M 0.04%
265,129
+2,709
208
$37.5M 0.04%
344,194
+124,186
209
$37.2M 0.04%
853,183
-5,687
210
$36.7M 0.04%
996,456
-12,395
211
$36.3M 0.04%
421,465
+17,198
212
$35.7M 0.04%
799,903
+6,236
213
$34.9M 0.04%
271,847
-5,096
214
$34.2M 0.04%
1,079,101
-1,518
215
$34.1M 0.04%
280,250
-13,031
216
$34.1M 0.04%
465,554
-20,946
217
$33.9M 0.04%
748,584
+23,004
218
$33.7M 0.04%
400,272
-8,430
219
$33.4M 0.04%
439,012
-317,193
220
$33.1M 0.04%
329,495
-2,773
221
$32.7M 0.04%
942,837
-49,402
222
$32M 0.04%
379,400
-11,044
223
$31.8M 0.04%
657,957
+124,413
224
$31.7M 0.04%
548,554
+4,342
225
$31.2M 0.03%
1,239,987
-98,346