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
301
$6.45M 0.01%
69,762
+167
302
$6.41M 0.01%
27,586
-472
303
$6.38M 0.01%
81,554
-3,052
304
$6.26M 0.01%
444,178
-165,319
305
$6.21M 0.01%
106,380
-1,934
306
$6.12M 0.01%
134,631
+30,173
307
$6.09M 0.01%
146,229
-16,300
308
$6.04M 0.01%
82,722
-875
309
$5.88M 0.01%
98,851
-924
310
$5.76M 0.01%
83,837
311
$5.67M 0.01%
47,546
+4,559
312
$5.24M 0.01%
25,539
+19,065
313
$5.24M 0.01%
136,429
-16,807
314
$5.23M 0.01%
504,234
+130,254
315
$5.21M 0.01%
95,188
-27,921
316
$5.2M 0.01%
109,774
+73,930
317
$5.18M 0.01%
145,885
-4,190
318
$5.15M 0.01%
67,428
-21,486
319
$5.03M 0.01%
109,226
+12,718
320
$5.03M 0.01%
52,057
+24
321
$4.92M 0.01%
126,800
-3,727
322
$4.9M 0.01%
41,810
-12,873
323
$4.76M 0.01%
70,464
-5,698
324
$4.68M 0.01%
58,996
+12,489
325
$4.57M 0.01%
31,000