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
401
$377K ﹤0.01%
10,993
+1,992
402
$373K ﹤0.01%
7,392
-3,734
403
$372K ﹤0.01%
34,827
-5,379
404
$370K ﹤0.01%
7,545
-4,680
405
$364K ﹤0.01%
4,103
+1,700
406
$359K ﹤0.01%
+34,260
407
$353K ﹤0.01%
9,588
-9,300
408
$343K ﹤0.01%
26,150
409
$338K ﹤0.01%
+3,911
410
$336K ﹤0.01%
5,000
411
$335K ﹤0.01%
3,230
+516
412
$330K ﹤0.01%
+3,196
413
$330K ﹤0.01%
11,602
+1,132
414
$321K ﹤0.01%
3,095
-522
415
$306K ﹤0.01%
1,771
-329
416
$298K ﹤0.01%
9,124
-3,716
417
$290K ﹤0.01%
4,258
+298
418
$286K ﹤0.01%
3,535
+215
419
$279K ﹤0.01%
4,096
+810
420
$276K ﹤0.01%
3,203
-76
421
$275K ﹤0.01%
3,261
-310
422
$274K ﹤0.01%
3,648
-559
423
$266K ﹤0.01%
+9,715
424
$265K ﹤0.01%
4,113
+533
425
$254K ﹤0.01%
7,357
+112