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
576
$215K ﹤0.01%
+3,032
577
$214K ﹤0.01%
12,300
578
$214K ﹤0.01%
3,798
-1,350
579
$214K ﹤0.01%
+1,148
580
$214K ﹤0.01%
2,424
-1,827
581
$213K ﹤0.01%
2,260
-75
582
$213K ﹤0.01%
+10,070
583
$212K ﹤0.01%
5,967
584
$207K ﹤0.01%
1,896
-110
585
$207K ﹤0.01%
+1,347
586
$205K ﹤0.01%
+1,781
587
$204K ﹤0.01%
+6,643
588
$204K ﹤0.01%
3,351
-59
589
$204K ﹤0.01%
2,817
-1,244
590
$202K ﹤0.01%
+3,598
591
$201K ﹤0.01%
2,921
592
$173K ﹤0.01%
35,270
593
$169K ﹤0.01%
23,475
-1,604
594
$110K ﹤0.01%
25,336
595
$102K ﹤0.01%
+2,558
596
$102K ﹤0.01%
15
+9
597
$100K ﹤0.01%
20,726
+9,727
598
$94K ﹤0.01%
+25,000
599
$71K ﹤0.01%
+10,662
600
$52K ﹤0.01%
1,168
-8