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
76
$144M 0.25%
2,836,367
-73,288
77
$143M 0.25%
1,492,927
-47,659
78
$133M 0.23%
2,458,159
-96,363
79
$126M 0.22%
4,153,969
-28,692
80
$121M 0.21%
1,229,604
-490,159
81
$120M 0.21%
2,193,806
-54,650
82
$117M 0.2%
1,343,791
-39,650
83
$114M 0.2%
23,187,772
-632,069
84
$113M 0.2%
2,077,542
-61,387
85
$110M 0.19%
3,290,792
-45,196
86
$109M 0.19%
2,356,329
-49,686
87
$108M 0.19%
10,691,675
+37,531
88
$107M 0.19%
1,585,374
-53,938
89
$104M 0.18%
3,314,992
-65,388
90
$99.6M 0.17%
1,780,109
-35,223
91
$99.3M 0.17%
1,170,631
-51,831
92
$97.5M 0.17%
2,308,151
-41,884
93
$94.4M 0.16%
1,301,361
-26,226
94
$94.2M 0.16%
1,398,259
-24,326
95
$92.9M 0.16%
743,377
-22,681
96
$90.3M 0.16%
4,809,314
-65,727
97
$89.7M 0.16%
1,597,159
-30,137
98
$89M 0.16%
2,866,067
-88,466
99
$86.7M 0.15%
12,735,930
-53,124
100
$86.7M 0.15%
540,570
-8,716