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 Buys

1
+$56M
2
+$54.6M
3
+$53.4M
4
PBR icon
Petrobras
PBR
+$44.7M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$32.7M

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
326
$1.8M ﹤0.01%
33,394
-7,636
327
$1.76M ﹤0.01%
13,820
+554
328
$1.75M ﹤0.01%
20,347
+1,561
329
$1.69M ﹤0.01%
63,516
-3,754
330
$1.66M ﹤0.01%
56,519
-2,645
331
$1.66M ﹤0.01%
68,906
-3,364
332
$1.56M ﹤0.01%
42,825
333
$1.51M ﹤0.01%
18,148
-2,692
334
$1.46M ﹤0.01%
23,067
-8,832
335
$1.46M ﹤0.01%
32,700
-778
336
$1.45M ﹤0.01%
100,700
-160,719
337
$1.32M ﹤0.01%
10,921
-697
338
$1.3M ﹤0.01%
20,289
-9,853
339
$1.25M ﹤0.01%
23,313
+1,808
340
$1.23M ﹤0.01%
22,491
+324
341
$1.2M ﹤0.01%
38,200
342
$1.19M ﹤0.01%
6,598
+1,281
343
$1.14M ﹤0.01%
983
-21
344
$1.13M ﹤0.01%
22,567
-5,226
345
$1.09M ﹤0.01%
11,835
+1,105
346
$1.08M ﹤0.01%
5,481
-156
347
$1.07M ﹤0.01%
6,015
-168
348
$1.06M ﹤0.01%
10,462
-302
349
$1.05M ﹤0.01%
11,281
-183
350
$1.02M ﹤0.01%
49,138
-441,908
12 13
14
15 16