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
551
$268K ﹤0.01%
3,565
+1
552
$262K ﹤0.01%
715
+95
553
$260K ﹤0.01%
+3,504
554
$260K ﹤0.01%
+1,834
555
$258K ﹤0.01%
3,187
556
$256K ﹤0.01%
+5,168
557
$256K ﹤0.01%
+2,111
558
$252K ﹤0.01%
2,881
-77
559
$250K ﹤0.01%
+2,169
560
$241K ﹤0.01%
1,707
+225
561
$241K ﹤0.01%
+1,798
562
$240K ﹤0.01%
+89,960
563
$238K ﹤0.01%
+4,278
564
$237K ﹤0.01%
2,164
+281
565
$236K ﹤0.01%
+8,727
566
$235K ﹤0.01%
+4,277
567
$234K ﹤0.01%
10,005
-299
568
$231K ﹤0.01%
17,194
+272
569
$230K ﹤0.01%
7,700
+1,104
570
$229K ﹤0.01%
29,951
-6
571
$228K ﹤0.01%
+2,187
572
$227K ﹤0.01%
6,287
573
$221K ﹤0.01%
8,200
+800
574
$217K ﹤0.01%
1,591
+1
575
$217K ﹤0.01%
+2,898