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
501
$475K ﹤0.01%
23,129
-15,845
502
$466K ﹤0.01%
6,537
+148
503
$466K ﹤0.01%
21,656
-14,208
504
$459K ﹤0.01%
5,780
-3,770
505
$448K ﹤0.01%
3,124
506
$446K ﹤0.01%
1,918
+48
507
$445K ﹤0.01%
+8,075
508
$439K ﹤0.01%
+16,400
509
$439K ﹤0.01%
226,417
-72,900
510
$434K ﹤0.01%
6,096
+1,147
511
$428K ﹤0.01%
8,500
-206
512
$423K ﹤0.01%
7,949
-2,422
513
$411K ﹤0.01%
8,676
-1,039
514
$408K ﹤0.01%
3,000
515
$404K ﹤0.01%
5,200
+2,351
516
$403K ﹤0.01%
97,246
-42,786
517
$399K ﹤0.01%
5,783
-714
518
$399K ﹤0.01%
5,717
-325
519
$398K ﹤0.01%
14,378
-288
520
$393K ﹤0.01%
+8,077
521
$393K ﹤0.01%
2,517
522
$392K ﹤0.01%
7,975
-1,657
523
$381K ﹤0.01%
5,168
524
$372K ﹤0.01%
36,163
525
$370K ﹤0.01%
3,024
+287