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 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
351
$1.01M ﹤0.01%
13,252
-11,304
352
$880K ﹤0.01%
+81,000
353
$859K ﹤0.01%
9,593
-10,588
354
$826K ﹤0.01%
+11,783
355
$793K ﹤0.01%
9,933
-345
356
$779K ﹤0.01%
17,127
-5,192
357
$759K ﹤0.01%
53,123
-51,400
358
$742K ﹤0.01%
7,493
-693
359
$732K ﹤0.01%
2,827
-1,850
360
$715K ﹤0.01%
8,796
+578
361
$699K ﹤0.01%
8,842
+4,706
362
$693K ﹤0.01%
3,792
+102
363
$677K ﹤0.01%
12,235
-15,250
364
$670K ﹤0.01%
17,589
-12,011
365
$644K ﹤0.01%
6,546
+214
366
$640K ﹤0.01%
5,713
-1,842
367
$631K ﹤0.01%
9,680
-38
368
$627K ﹤0.01%
12,826
+926
369
$622K ﹤0.01%
+6,580
370
$613K ﹤0.01%
18,406
+12,502
371
$572K ﹤0.01%
18,790
-17,975
372
$560K ﹤0.01%
11,385
+860
373
$556K ﹤0.01%
14,855
-150
374
$552K ﹤0.01%
8,314
+800
375
$536K ﹤0.01%
14,210
-1,694