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
26
$638M 1.36%
7,622,502
+29,184
27
$637M 1.36%
26,771,826
-711,232
28
$608M 1.3%
11,725,663
+42,816
29
$566M 1.21%
6,713,000
+50,521
30
$558M 1.19%
4,748,467
+32,596
31
$553M 1.18%
5,316,800
+513,767
32
$528M 1.13%
9,190,875
+98,153
33
$515M 1.1%
4,961,809
-41,280
34
$482M 1.03%
6,743,019
+21,230
35
$475M 1.01%
5,106,124
+51,515
36
$455M 0.97%
3,816,829
+148,667
37
$436M 0.93%
6,041,627
+30,974
38
$433M 0.92%
10,138,859
+63,063
39
$427M 0.91%
11,147,554
-1,958
40
$424M 0.9%
4,165,444
-3,028
41
$419M 0.89%
3,509,587
+5,507
42
$416M 0.89%
4,425,415
-38,451
43
$415M 0.88%
13,506,337
+576,421
44
$403M 0.86%
19,979,699
-1,709,181
45
$387M 0.83%
6,847,082
+72,555
46
$380M 0.81%
15,110,780
+2,874
47
$352M 0.75%
2,511,364
+208,995
48
$284M 0.61%
3,099,728
+13,956
49
$273M 0.58%
2,523,978
+97,909
50
$264M 0.56%
22,682,496
-377,604