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
426
$250K ﹤0.01%
+5,896
427
$247K ﹤0.01%
+3,242
428
$237K ﹤0.01%
2,471
+118
429
$237K ﹤0.01%
1,800
-49
430
$237K ﹤0.01%
+7,927
431
$233K ﹤0.01%
4,207
+666
432
$233K ﹤0.01%
2,073
+160
433
$230K ﹤0.01%
16,984
-10,836
434
$227K ﹤0.01%
+5,046
435
$219K ﹤0.01%
8,706
-1,385
436
$215K ﹤0.01%
3,808
-268
437
$210K ﹤0.01%
+583
438
$207K ﹤0.01%
3,725
+334
439
$204K ﹤0.01%
2,183
-2,206
440
$202K ﹤0.01%
+10,680
441
$201K ﹤0.01%
+1,602
442
$200K ﹤0.01%
24,427
-1,550
443
$195K ﹤0.01%
14,000
444
$134K ﹤0.01%
11,910
445
$127K ﹤0.01%
18,400
446
$124K ﹤0.01%
+2,904
447
$117K ﹤0.01%
12,000
448
$113K ﹤0.01%
3,237
+518
449
$104K ﹤0.01%
12,277
+400
450
$101K ﹤0.01%
25,336