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
$57.4B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1 +$365M
2 +$84M
3 +$39.1M
4
DST
DST Systems Inc.
DST
+$37.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.7M

Top Sells

1 +$323M
2 +$56.7M
3 +$48M
4
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$24.3M
5
TSM icon
TSMC
TSM
+$23.6M

Sector Composition

1 Financials 19.9%
2 Technology 14.05%
3 Healthcare 12.4%
4 Consumer Discretionary 7.69%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18.8M 0.03%
607,877
-5,037
227
$18.7M 0.03%
+174,286
228
$18.3M 0.03%
10,091,179
+201,467
229
$18.1M 0.03%
654,922
-477
230
$18M 0.03%
123,139
+20,345
231
$17.6M 0.03%
325,576
-10,823
232
$17.4M 0.03%
116,855
-3,504
233
$17.3M 0.03%
228,402
-9,080
234
$17.2M 0.03%
507,114
-10,350
235
$16.8M 0.03%
916,956
+81,720
236
$16.8M 0.03%
140,858
-6,750
237
$16.2M 0.03%
589,292
-17,638
238
$16M 0.03%
154,262
+26,245
239
$15.7M 0.03%
192,558
+21,310
240
$15.7M 0.03%
212,173
-9,433
241
$15.2M 0.03%
151,676
-6,866
242
$14.9M 0.03%
389,239
-17,410
243
$14.8M 0.03%
703,150
-1,003
244
$14.8M 0.03%
254,323
-11,133
245
$14.4M 0.03%
756,898
-33,086
246
$14.1M 0.02%
828,376
-42,400
247
$14M 0.02%
234,458
-2,925
248
$14M 0.02%
185,897
-8,726
249
$13.7M 0.02%
418,270
-35,600
250
$13.7M 0.02%
563,622
-24,300