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
51
$356M 0.62%
15,430,527
+277,152
52
$351M 0.61%
47,305,348
-1,279,496
53
$347M 0.6%
4,133,047
+83,448
54
$338M 0.59%
3,851,072
-106,556
55
$326M 0.57%
105,262,445
-2,146,675
56
$326M 0.57%
8,443,120
-343,780
57
$309M 0.54%
8,999,182
-137,456
58
$302M 0.53%
3,246,377
-14,439
59
$287M 0.5%
3,265,358
-13,271
60
$273M 0.48%
1,591,823
-38,305
61
$255M 0.44%
28,109,490
-375,055
62
$241M 0.42%
9,490,632
-114,148
63
$236M 0.41%
2,728,940
+99,616
64
$230M 0.4%
1,442,326
-37,940
65
$222M 0.39%
4,680,205
-148,889
66
$216M 0.38%
10,343,900
+4,020,715
67
$202M 0.35%
1,281,492
-6,558
68
$199M 0.35%
2,190,504
-1,792
69
$195M 0.34%
1,188,024
-28,470
70
$183M 0.32%
14,568,835
+1,719,510
71
$172M 0.3%
16,551,723
+1,262,230
72
$170M 0.3%
2,314,764
+218,358
73
$158M 0.27%
31,309,935
+2,461,024
74
$152M 0.27%
5,189,671
-1,370
75
$148M 0.26%
2,244,444
-67,575