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
$57.4B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1 +$365M
2 +$84M
3 +$39.1M
4
DST
DST Systems Inc.
DST
+$37.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.7M

Top Sells

1 +$323M
2 +$56.7M
3 +$48M
4
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$24.3M
5
TSM icon
TSMC
TSM
+$23.6M

Sector Composition

1 Financials 19.9%
2 Technology 14.05%
3 Healthcare 12.4%
4 Consumer Discretionary 7.69%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$592M 1.03%
5,614,125
+183,704
27
$591M 1.03%
19,351,069
+352,117
28
$574M 1%
36,631,899
+1,605,791
29
$570M 0.99%
5,447,517
+29,566
30
$534M 0.93%
6,176,675
+7,068
31
$517M 0.9%
14,245,547
+75,372
32
$515M 0.9%
4,118,682
+2,919,640
33
$508M 0.88%
4,859,655
-67,379
34
$505M 0.88%
12,492,035
+48,838
35
$493M 0.86%
8,290,661
+79,692
36
$492M 0.86%
32,410,120
-228,576
37
$473M 0.82%
3,837,967
-12,286
38
$471M 0.82%
15,585,850
+57,026
39
$464M 0.81%
1,938,236
-33,609
40
$455M 0.79%
9,447,600
-41,338
41
$447M 0.78%
11,627,644
+103,573
42
$442M 0.77%
6,779,555
+10,848
43
$439M 0.77%
10,600,183
+38,874
44
$426M 0.74%
3,615,449
+6,830
45
$420M 0.73%
4,656,260
+45,188
46
$400M 0.7%
7,128,773
-16,013
47
$396M 0.69%
3,723,488
+68,152
48
$388M 0.68%
9,699,094
-178,905
49
$387M 0.67%
3,279,297
+21,041
50
$381M 0.66%
21,243,076
-578,262