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
351
$880K ﹤0.01%
+81,000
352
$859K ﹤0.01%
9,593
-10,588
353
$826K ﹤0.01%
+11,783
354
$793K ﹤0.01%
9,933
-345
355
$779K ﹤0.01%
17,127
-5,192
356
$759K ﹤0.01%
53,123
-51,400
357
$742K ﹤0.01%
7,493
-693
358
$732K ﹤0.01%
2,827
-1,850
359
$715K ﹤0.01%
8,796
+578
360
$699K ﹤0.01%
8,842
+4,706
361
$693K ﹤0.01%
3,792
+102
362
$677K ﹤0.01%
12,235
-15,250
363
$670K ﹤0.01%
17,589
-12,011
364
$644K ﹤0.01%
6,546
+214
365
$640K ﹤0.01%
5,713
-1,842
366
$631K ﹤0.01%
9,680
-38
367
$627K ﹤0.01%
12,826
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368
$622K ﹤0.01%
+6,580
369
$613K ﹤0.01%
18,406
+12,502
370
$572K ﹤0.01%
18,790
-17,975
371
$560K ﹤0.01%
11,385
+860
372
$556K ﹤0.01%
14,855
-150
373
$552K ﹤0.01%
8,314
+800
374
$536K ﹤0.01%
14,210
-1,694
375
$528K ﹤0.01%
8,134
+328