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
526
$365K ﹤0.01%
39,229
+1,000
527
$365K ﹤0.01%
40,196
-13,772
528
$363K ﹤0.01%
30,339
+513
529
$360K ﹤0.01%
11,172
-8,304
530
$355K ﹤0.01%
48,692
531
$347K ﹤0.01%
10,605
-778
532
$339K ﹤0.01%
+3,302
533
$339K ﹤0.01%
7,640
-2,486
534
$337K ﹤0.01%
3,636
-1,172
535
$336K ﹤0.01%
2,996
+593
536
$331K ﹤0.01%
10,850
537
$330K ﹤0.01%
9,900
+800
538
$320K ﹤0.01%
3,055
-40
539
$316K ﹤0.01%
2,584
+205
540
$312K ﹤0.01%
3,142
+200
541
$312K ﹤0.01%
5,384
+153
542
$304K ﹤0.01%
+10,600
543
$303K ﹤0.01%
2,527
-507
544
$302K ﹤0.01%
4,109
+890
545
$298K ﹤0.01%
17,716
+676
546
$291K ﹤0.01%
1,804
+375
547
$290K ﹤0.01%
4,500
548
$275K ﹤0.01%
18,519
+2,675
549
$269K ﹤0.01%
1,345
-25
550
$269K ﹤0.01%
11,465
-7,464
20 21
22
23 24