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
476
$707K ﹤0.01%
20,279
+1,989
477
$706K ﹤0.01%
20,837
-14,853
478
$683K ﹤0.01%
79,028
-28,635
479
$675K ﹤0.01%
12,165
+1,948
480
$662K ﹤0.01%
89,213
-43,319
481
$646K ﹤0.01%
7,811
+1,085
482
$639K ﹤0.01%
16,963
483
$606K ﹤0.01%
6,072
+240
484
$591K ﹤0.01%
5,179
+1,503
485
$586K ﹤0.01%
+54,125
486
$577K ﹤0.01%
5,498
+1,515
487
$577K ﹤0.01%
65,693
-70,202
488
$568K ﹤0.01%
14,794
+2,359
489
$567K ﹤0.01%
+8,575
490
$557K ﹤0.01%
4,285
-2,484,719
491
$531K ﹤0.01%
18,202
-68
492
$529K ﹤0.01%
38,597
+233
493
$527K ﹤0.01%
10,718
-3,138
494
$521K ﹤0.01%
10,926
+460
495
$521K ﹤0.01%
4,824
+334
496
$517K ﹤0.01%
8,954
497
$507K ﹤0.01%
248,576
-5,125
498
$501K ﹤0.01%
8,947
-674
499
$493K ﹤0.01%
17,241
-3,819
500
$485K ﹤0.01%
7,845
+898