Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 Buys

1 +$56.4M
2 +$53.8M
3 +$53.1M
4
PBR icon
Petrobras
PBR
+$52.7M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$34.3M

Top Sells

1 +$58.7M
2 +$38.2M
3 +$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$35.6M

Sector Composition

1 Financials 20.26%
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
251
$9.16M 0.02%
155,925
-5,194
252
$9.12M 0.02%
163,260
-9,900
253
$9.1M 0.02%
359,840
-43,045
254
$9.05M 0.02%
901,793
-1,988
255
$8.88M 0.02%
48,949
-58,852
256
$8.81M 0.02%
187,199
+18,939
257
$8.77M 0.02%
225,176
+26,740
258
$8.73M 0.02%
253,836
+17,785
259
$8.7M 0.02%
274,102
-4,047
260
$8.67M 0.02%
568,728
+19,500
261
$8.62M 0.02%
125,314
-9,785
262
$8.41M 0.02%
110,419
-775
263
$7.97M 0.02%
137,006
-8,580
264
$7.77M 0.02%
119,810
+115,595
265
$7.52M 0.02%
460,510
+32,295
266
$7.5M 0.02%
214,365
-6,842
267
$7.33M 0.02%
133,065
+1,625
268
$7.32M 0.02%
170,516
269
$7.17M 0.02%
679,012
+4,316
270
$7.06M 0.02%
252,626
+12,955
271
$6.94M 0.01%
762,780
-28,980
272
$6.74M 0.01%
352,780
-736,580
273
$6.66M 0.01%
122,722
-6,326
274
$6.62M 0.01%
163,813
-9,173
275
$6.61M 0.01%
907,914
+222