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
401
$373K ﹤0.01%
7,392
-3,734
402
$372K ﹤0.01%
34,827
-5,379
403
$370K ﹤0.01%
7,545
-4,680
404
$364K ﹤0.01%
4,103
+1,700
405
$359K ﹤0.01%
+34,260
406
$353K ﹤0.01%
9,588
-9,300
407
$343K ﹤0.01%
26,150
408
$338K ﹤0.01%
+3,911
409
$336K ﹤0.01%
5,000
410
$335K ﹤0.01%
3,230
+516
411
$330K ﹤0.01%
+3,196
412
$330K ﹤0.01%
11,602
+1,132
413
$321K ﹤0.01%
3,095
-522
414
$306K ﹤0.01%
1,771
-329
415
$298K ﹤0.01%
9,124
-3,716
416
$290K ﹤0.01%
4,258
+298
417
$286K ﹤0.01%
3,535
+215
418
$279K ﹤0.01%
4,096
+810
419
$276K ﹤0.01%
3,203
-76
420
$275K ﹤0.01%
3,261
-310
421
$274K ﹤0.01%
3,648
-559
422
$266K ﹤0.01%
+9,715
423
$265K ﹤0.01%
4,113
+533
424
$254K ﹤0.01%
7,357
+112
425
$252K ﹤0.01%
1,558
-74