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
26
$638M 1.36%
14,562,827
+71,421
27
$638M 1.36%
7,622,502
+29,184
28
$637M 1.36%
26,771,826
-711,232
29
$608M 1.3%
11,725,663
+42,816
30
$566M 1.21%
6,713,000
+50,521
31
$558M 1.19%
4,748,467
+32,596
32
$553M 1.18%
5,316,800
+513,767
33
$528M 1.13%
9,190,875
+98,153
34
$515M 1.1%
4,961,809
-41,280
35
$482M 1.03%
6,743,019
+21,230
36
$475M 1.01%
5,106,124
+51,515
37
$455M 0.97%
3,816,829
+148,667
38
$436M 0.93%
6,041,627
+30,974
39
$433M 0.92%
10,138,859
+63,063
40
$427M 0.91%
11,147,554
-1,958
41
$424M 0.9%
4,165,444
-3,028
42
$419M 0.89%
3,509,587
+5,507
43
$416M 0.89%
4,425,415
-38,451
44
$415M 0.88%
13,506,337
+576,421
45
$403M 0.86%
19,979,699
-1,709,181
46
$387M 0.83%
6,847,082
+72,555
47
$380M 0.81%
15,110,780
+2,874
48
$352M 0.75%
2,511,364
+208,995
49
$284M 0.61%
3,099,728
+13,956
50
$273M 0.58%
2,523,978
+97,909