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
251
$13.5M 0.02%
391,052
+36,317
252
$13.4M 0.02%
930,185
-44,327
253
$13.3M 0.02%
348,076
-22,475
254
$13.2M 0.02%
419,167
-22,438
255
$13.2M 0.02%
174,304
-7,808
256
$12.7M 0.02%
981,246
-37,217
257
$12.4M 0.02%
92,017
-4,790
258
$12.1M 0.02%
442,105
-24,223
259
$11.7M 0.02%
296,958
+4,815
260
$11.4M 0.02%
115,053
-17,014
261
$11.2M 0.02%
336,780
+41,958
262
$10.9M 0.02%
355,826
-18,780
263
$10.8M 0.02%
891,065
+27,840
264
$10.8M 0.02%
164,649
-3,884
265
$10.8M 0.02%
267,667
-45
266
$10.6M 0.02%
134,917
+2,176
267
$10.4M 0.02%
145,951
-25,427
268
$10.2M 0.02%
134,287
+7,700
269
$10.1M 0.02%
349,005
270
$9.83M 0.02%
102,242
-7,213
271
$9.76M 0.02%
390,071
-100,088
272
$9.57M 0.02%
112,454
+15,892
273
$9.54M 0.02%
317,076
-20,578
274
$9.41M 0.02%
496,441
+1,538
275
$9.4M 0.02%
370,187
-10