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
451
$101K ﹤0.01%
25,336
452
$81K ﹤0.01%
2,163
453
$57K ﹤0.01%
11,000
454
$50K ﹤0.01%
518
455
$46K ﹤0.01%
1,100
456
$11K ﹤0.01%
50
-100
457
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458
-1,797
459
-4,736
460
-5,725
461
-17,295
462
-3,220
463
-11,632
464
-3,451
465
-10,400
466
-2,680
467
-4,174
468
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469
-1,443,155
470
-8,899
471
-1,494
472
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-2,090
474
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475
-3,835