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
$161B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,103
New
Increased
Reduced
Closed

Top Buys

1
+$896M
2
+$592M
3
+$413M
4
LRCX icon
Lam Research
LRCX
+$386M
5
MSFT icon
Microsoft
MSFT
+$201M

Top Sells

1
+$1.18B
2
+$562M
3
+$111M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$97.7M
5
TSM icon
TSMC
TSM
+$67.2M

Sector Composition

1 Technology 27.05%
2 Financials 11.79%
3 Healthcare 10.9%
4 Consumer Discretionary 10.36%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$863M 0.54%
17,906,429
+21,337
52
$853M 0.53%
20,670,136
+1,752,094
53
$853M 0.53%
4,799,418
+165,451
54
$843M 0.52%
10,305,029
+342,603
55
$809M 0.5%
18,152,827
+700,705
56
$801M 0.5%
4,945,156
+931,872
57
$799M 0.5%
10,633,264
+316,452
58
$785M 0.49%
2,975,851
+136,142
59
$729M 0.45%
2,036,029
+129,433
60
$727M 0.45%
6,424,697
+267,356
61
$681M 0.42%
14,264,320
+225,927
62
$672M 0.42%
46,377,692
+2,201,849
63
$665M 0.41%
21,280,924
+398,608
64
$634M 0.39%
6,253,880
+223,476
65
$616M 0.38%
7,168,608
+454,524
66
$584M 0.36%
17,501,279
+676,372
67
$524M 0.33%
1,973,945
+49,959
68
$520M 0.32%
7,204,333
-268,447
69
$517M 0.32%
4,453,159
+396,014
70
$516M 0.32%
8,773,819
+313,683
71
$510M 0.32%
17,155,489
+798,279
72
$486M 0.3%
34,864,170
-1,837,856
73
$478M 0.3%
16,130,140
+614,114
74
$463M 0.29%
3,472,060
-68,860
75
$462M 0.29%
8,196,167
-269,279
1 2
3
4 5