Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$3.43B 3.8%
19,780,743
+622,075
2
$3.26B 3.6%
34,432,040
+1,062,640
3
$2.79B 3.08%
20,822,243
+778,351
4
$2.72B 3.01%
54,954,368
+2,186,388
5
$2.57B 2.84%
20,629,744
-223,499
6
$1.99B 2.2%
11,054,607
+754,977
7
$1.96B 2.16%
11,555,309
+14,774
8
$1.95B 2.15%
7,171,882
-140,485
9
$1.91B 2.11%
46,516,447
+1,643,613
10
$1.76B 1.95%
19,632,084
+3,684,863
11
$1.65B 1.82%
11,841,121
+301,124
12
$1.62B 1.8%
29,677,761
+1,253,256
13
$1.55B 1.71%
14,416,748
-191,141
14
$1.54B 1.7%
28,482,020
+1,220,580
15
$1.46B 1.62%
5,383,907
-73,659
16
$1.4B 1.55%
11,352,692
+381,084
17
$1.36B 1.5%
34,715,115
-588,870
18
$1.27B 1.41%
26,557,167
+785,668
19
$1.17B 1.3%
31,886,760
+755,799
20
$1.01B 1.12%
7,412,071
+256,923
21
$1.01B 1.12%
4,854,657
+138,011
22
$940M 1.04%
9,545,559
+602,014
23
$915M 1.01%
3,106,820
+240,339
24
$907M 1%
7,712,699
+1,704,038
25
$902M 1%
13,856,031
+310,560