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
326
$4.53M 0.01%
170,865
+145,645
327
$4.52M 0.01%
126,323
-1,250
328
$4.49M 0.01%
70,369
+200
329
$4.45M 0.01%
155,675
+16,725
330
$4.42M 0.01%
30,398
-3,540
331
$4.21M 0.01%
77,429
-30,803
332
$4.09M 0.01%
+94,088
333
$3.87M 0.01%
86,808
+11,770
334
$3.85M 0.01%
97,461
-1,702
335
$3.85M 0.01%
105,295
+32,312
336
$3.72M 0.01%
454,225
-319,188
337
$3.57M 0.01%
42,300
338
$3.45M 0.01%
21,759
-502
339
$3.42M 0.01%
263,748
340
$3.41M 0.01%
46,998
-39,523
341
$3.24M 0.01%
61,876
-102
342
$3.16M 0.01%
37,637
+7,100
343
$3.1M 0.01%
242,203
-47,282
344
$2.99M 0.01%
42,392
-3,527
345
$2.98M 0.01%
338,964
-284,694
346
$2.9M 0.01%
59,234
-34,481
347
$2.79M ﹤0.01%
45,839
-4,630
348
$2.75M ﹤0.01%
73,516
-49,966
349
$2.72M ﹤0.01%
62,398
-47,696
350
$2.68M ﹤0.01%
71,290
-201