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
276
$6.61M 0.01%
907,914
+222
277
$6.44M 0.01%
116,895
+11,209
278
$6.44M 0.01%
332,055
+1,055
279
$6.2M 0.01%
177,645
280
$6.08M 0.01%
34,038
-620
281
$5.86M 0.01%
68,745
282
$5.85M 0.01%
677,565
-69,528
283
$5.84M 0.01%
90,844
+44,825
284
$5.83M 0.01%
62,325
285
$5.73M 0.01%
80,039
-350
286
$5.62M 0.01%
113,873
-5,505
287
$5.6M 0.01%
77,080
288
$5.54M 0.01%
167,498
289
$5.5M 0.01%
232,698
-34,230
290
$5.23M 0.01%
197,400
291
$5.2M 0.01%
137,637
-115,307
292
$5.1M 0.01%
96,940
-19,330
293
$5.08M 0.01%
403,609
-25,027
294
$5.03M 0.01%
45,344
-1,784
295
$4.82M 0.01%
52,719
+16,161
296
$4.7M 0.01%
81,864
-10,150
297
$4.27M 0.01%
+114,602
298
$4.17M 0.01%
97,264
+41,955
299
$3.87M 0.01%
116,240
+10,725
300
$3.78M 0.01%
39,856
-107,482