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
$46.9B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Sells

1 +$57.3M
2 +$38.4M
3 +$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$34.5M

Sector Composition

1 Financials 21.75%
2 Healthcare 14.53%
3 Technology 12.41%
4 Industrials 7.4%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$264M 0.56%
22,682,496
-377,604
52
$215M 0.46%
4,924,098
+327,293
53
$210M 0.45%
19,974,340
+1,108,770
54
$201M 0.43%
2,189,699
+91,104
55
$195M 0.42%
4,069,654
+132,101
56
$195M 0.41%
3,909,111
+38,171
57
$193M 0.41%
1,578,735
+210,588
58
$179M 0.38%
1,455,431
+265,937
59
$178M 0.38%
23,564,912
+1,845,128
60
$166M 0.35%
1,479,409
-615
61
$153M 0.33%
2,427,492
-47,782
62
$135M 0.29%
1,750,085
-15,925
63
$122M 0.26%
560,848
+51,463
64
$119M 0.25%
6,216,202
-87,150
65
$111M 0.24%
2,139,466
-2,757
66
$104M 0.22%
3,064,509
-9,650
67
$97M 0.21%
632,105
+56,130
68
$94.3M 0.2%
2,287,625
-17,753
69
$93.5M 0.2%
2,383,903
+63,035
70
$92.9M 0.2%
766,140
-11,788
71
$88.9M 0.19%
1,862,181
+57,977
72
$87.9M 0.19%
11,779,462
+11,012
73
$87.5M 0.19%
2,448,573
-42,132
74
$86.7M 0.18%
1,607,171
+20,460
75
$84.8M 0.18%
1,673,491
+7,394