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
301
$3.56M 0.01%
+125,482
302
$3.54M 0.01%
69,150
+350
303
$3.2M 0.01%
88,267
-6,606
304
$3.18M 0.01%
31,380
-253
305
$3.15M 0.01%
129,690
+590
306
$3.13M 0.01%
87,400
307
$3.08M 0.01%
175,898
+18,310
308
$3.07M 0.01%
39,027
+13,406
309
$2.96M 0.01%
+207,795
310
$2.86M 0.01%
24,795
-539
311
$2.85M 0.01%
41,100
312
$2.62M 0.01%
51,201
+1,469
313
$2.58M 0.01%
12,880
+5,710
314
$2.57M 0.01%
56,019
+286
315
$2.31M ﹤0.01%
34,775
-1,675
316
$2.3M ﹤0.01%
73,134
+2,971
317
$2.17M ﹤0.01%
112,855
-24,377
318
$2.15M ﹤0.01%
54,975
-1,475
319
$2.1M ﹤0.01%
22,758
-4,072
320
$2.09M ﹤0.01%
147,098
-14,352
321
$2.09M ﹤0.01%
30,477
322
$2.02M ﹤0.01%
103,379
-77,103
323
$1.92M ﹤0.01%
28,690
+250
324
$1.86M ﹤0.01%
9
325
$1.8M ﹤0.01%
33,394
-7,636
11 12
13
14 15