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
276
$9.28M 0.02%
170,000
+71,000
277
$9.08M 0.02%
460,000
278
$9.02M 0.02%
131,999
-9,751
279
$8.9M 0.02%
168,693
-3,500
280
$8.62M 0.02%
249,909
-4,863
281
$8.46M 0.01%
192,628
-14,112
282
$8.37M 0.01%
440,644
+26,600
283
$7.8M 0.01%
326,207
284
$7.72M 0.01%
86,717
-2,973
285
$7.67M 0.01%
92,712
+47,786
286
$7.47M 0.01%
211,805
-222
287
$7.41M 0.01%
175,860
+35,550
288
$7.36M 0.01%
211,997
-17,762
289
$7.29M 0.01%
243,699
+14,300
290
$7.17M 0.01%
260,393
+96,525
291
$7.15M 0.01%
183,166
-21,550
292
$6.9M 0.01%
110,523
-24,127
293
$6.83M 0.01%
241,730
-5,580
294
$6.77M 0.01%
43,265
-1,333
295
$6.7M 0.01%
210,741
-17,482
296
$6.69M 0.01%
111,092
-1,525
297
$6.65M 0.01%
104,980
-11,061
298
$6.6M 0.01%
49,459
-5,100
299
$6.58M 0.01%
118,407
-11,200
300
$6.55M 0.01%
662,811
-62,200
10 11
12
13 14