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
$46.9B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Sells

1 +$57.3M
2 +$38.4M
3 +$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$34.5M

Sector Composition

1 Financials 21.75%
2 Healthcare 14.53%
3 Technology 12.41%
4 Industrials 7.4%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$12M 0.03%
258,496
-5,790
227
$11.8M 0.03%
521,098
+183,067
228
$11.8M 0.03%
379,746
+33,080
229
$11.7M 0.03%
666,546
-3,254,931
230
$11.7M 0.03%
367,925
-58,300
231
$11.6M 0.02%
173,753
+7,737
232
$11.4M 0.02%
217,343
+4,727
233
$11.3M 0.02%
819,124
+786,559
234
$11.2M 0.02%
140,754
-14,611
235
$11.1M 0.02%
279,703
+28,564
236
$11.1M 0.02%
131,194
-1,815
237
$10.9M 0.02%
273,722
+29,737
238
$10.8M 0.02%
565,181
+50,741
239
$10.8M 0.02%
256,077
-7,555
240
$10.7M 0.02%
208,210
-14,790
241
$10.5M 0.02%
+1,170,950
242
$10.3M 0.02%
83,834
-6,229
243
$10.3M 0.02%
483,328
+14,571
244
$9.95M 0.02%
390,348
-58,713
245
$9.91M 0.02%
262,358
-2,472
246
$9.7M 0.02%
437,814
-63,570
247
$9.61M 0.02%
139,527
-10,595
248
$9.5M 0.02%
252,097
-5,820
249
$9.39M 0.02%
202,995
+2,348
250
$9.37M 0.02%
137,765
-8,996