Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$353M
2 +$92.4M
3 +$38.2M
4
DST
DST Systems Inc.
DST
+$36.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$27M

Top Sells

1 +$315M
2 +$56.7M
3 +$48.7M
4
TSM icon
TSMC
TSM
+$24.7M
5
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$23.7M

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
601
$21K ﹤0.01%
1,206
602
$16K ﹤0.01%
11,000
603
$4K ﹤0.01%
+62
604
$1K ﹤0.01%
+10,000
605
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