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
$161B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,103
New
Increased
Reduced
Closed

Top Buys

1 +$896M
2 +$592M
3 +$413M
4
LRCX icon
Lam Research
LRCX
+$386M
5
MSFT icon
Microsoft
MSFT
+$201M

Top Sells

1 +$1.18B
2 +$562M
3 +$111M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$97.7M
5
TSM icon
TSMC
TSM
+$67.2M

Sector Composition

1 Technology 27.05%
2 Financials 11.79%
3 Healthcare 10.9%
4 Consumer Discretionary 10.36%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.5B 0.93%
6,512,388
+502,075
27
$1.36B 0.84%
4,104,123
+140,973
28
$1.33B 0.83%
15,317,993
+436,419
29
$1.31B 0.82%
6,836,104
+192,752
30
$1.24B 0.77%
22,828,471
+538,174
31
$1.19B 0.74%
8,829,882
-34,558
32
$1.19B 0.74%
10,347,195
+612,913
33
$1.18B 0.73%
19,589,627
+759,134
34
$1.16B 0.72%
7,109,289
+204,912
35
$1.15B 0.72%
2,947,332
+110,279
36
$1.15B 0.71%
2,012,572
+86,150
37
$1.15B 0.71%
23,938,626
+768,282
38
$1.15B 0.71%
14,593,162
+440,144
39
$1.14B 0.71%
7,839,233
+269,827
40
$1.09B 0.68%
13,234,803
-225,921
41
$1.07B 0.66%
2,827,831
+113,955
42
$1.05B 0.65%
3,887,347
+136,961
43
$1B 0.62%
48,435,960
-160,880
44
$993M 0.62%
17,443,030
+6,777,460
45
$990M 0.61%
8,376,679
+274,915
46
$983M 0.61%
6,703,393
+253,458
47
$971M 0.6%
9,973,831
+231,534
48
$935M 0.58%
4,767,990
+152,625
49
$920M 0.57%
8,339,175
+378,486
50
$893M 0.55%
13,358,333
+432,274