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
376
$528K ﹤0.01%
8,134
+328
377
$521K ﹤0.01%
8,317
+735
378
$516K ﹤0.01%
4,593
-2,160
379
$496K ﹤0.01%
14,456
-8,133
380
$485K ﹤0.01%
4,350
+100
381
$477K ﹤0.01%
9,228
-11,890
382
$468K ﹤0.01%
11,261
-6,766
383
$468K ﹤0.01%
7,901
+3,147
384
$466K ﹤0.01%
28,899
-2,513
385
$463K ﹤0.01%
32,662
386
$463K ﹤0.01%
8,743
-220
387
$461K ﹤0.01%
7,206
-1,210
388
$459K ﹤0.01%
15,698
+35
389
$417K ﹤0.01%
+15,094
390
$412K ﹤0.01%
10,637
391
$411K ﹤0.01%
12,506
-1,999
392
$410K ﹤0.01%
5,069
+74
393
$405K ﹤0.01%
4,728
+472
394
$404K ﹤0.01%
10,029
-2,121
395
$403K ﹤0.01%
7,128
-3,860
396
$397K ﹤0.01%
3,138
+138
397
$393K ﹤0.01%
5,696
398
$389K ﹤0.01%
3,285
-313
399
$382K ﹤0.01%
6,165
+150
400
$381K ﹤0.01%
3,244
-1,870