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
76
$453M 0.28%
43,791,758
-2,347,648
77
$450M 0.28%
124,214,803
+5,674,569
78
$448M 0.28%
9,373,904
+216,412
79
$426M 0.26%
2,455,475
+125,083
80
$416M 0.26%
3,232,781
+914,222
81
$415M 0.26%
641,591
-2,714
82
$408M 0.25%
20,810,063
+228,994
83
$405M 0.25%
7,999,553
+409,983
84
$404M 0.25%
5,954,709
+363,817
85
$378M 0.23%
4,737,435
-296,102
86
$371M 0.23%
10,159,554
-539,338
87
$369M 0.23%
219,573
-2,642
88
$364M 0.23%
922,379
+26,549
89
$364M 0.23%
1,516,413
+13,671
90
$357M 0.22%
16,049,800
-1,076,585
91
$345M 0.21%
12,635,243
+619,335
92
$316M 0.2%
3,481,728
-168,645
93
$315M 0.2%
6,432,060
-156,875
94
$305M 0.19%
2,431,069
+147,644
95
$294M 0.18%
44,544,651
+2,051,178
96
$293M 0.18%
3,755,805
+225,422
97
$288M 0.18%
433,448
+992
98
$273M 0.17%
8,869,996
-416,403
99
$271M 0.17%
965,992
-91,260
100
$249M 0.16%
12,594,159
-202,653
2 3
4
5 6