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
351
$2.66M ﹤0.01%
241,642
+900
352
$2.61M ﹤0.01%
67,437
353
$2.6M ﹤0.01%
137,400
354
$2.59M ﹤0.01%
98,504
+59,096
355
$2.55M ﹤0.01%
513,832
-159,107
356
$2.54M ﹤0.01%
21,299
-14,065
357
$2.54M ﹤0.01%
80,619
-1,663
358
$2.42M ﹤0.01%
212,800
359
$2.41M ﹤0.01%
45,908
-7,204
360
$2.4M ﹤0.01%
53,439
-43,981
361
$2.39M ﹤0.01%
70,637
362
$2.34M ﹤0.01%
52,000
363
$2.3M ﹤0.01%
13,328
-312
364
$2.25M ﹤0.01%
70,196
-2,403
365
$2.13M ﹤0.01%
80,700
-3,476
366
$2.13M ﹤0.01%
190,196
-71,451
367
$2.13M ﹤0.01%
35,954
+6,629
368
$2.12M ﹤0.01%
80,121
-65,259
369
$2.11M ﹤0.01%
41,528
-772
370
$2.11M ﹤0.01%
47,135
-39,959
371
$2.1M ﹤0.01%
48,091
-39,633
372
$2.08M ﹤0.01%
103,342
-2,472
373
$2.06M ﹤0.01%
28,923
+2,755
374
$2M ﹤0.01%
35,075
+75
375
$1.98M ﹤0.01%
86,201
-78,323
13 14
15
16 17