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
101
$63.9M 0.14%
1,431,188
+2,890
102
$63.9M 0.14%
753,298
-8,528
103
$63.8M 0.14%
1,476,933
-18,596
104
$62.6M 0.13%
10,598,324
+861,295
105
$62.3M 0.13%
1,257,228
-5,003
106
$62.2M 0.13%
1,361,764
-22,896
107
$60M 0.13%
702,247
+7,556
108
$59.9M 0.13%
2,500,028
+3,905
109
$59.6M 0.13%
5,140,285
-10,745
110
$59.3M 0.13%
2,291,615
+112,910
111
$58.9M 0.13%
776,673
+2,992
112
$58.8M 0.13%
730,237
-5,015
113
$58.3M 0.12%
4,076,968
+167,991
114
$57.7M 0.12%
999,768
-104,841
115
$57.1M 0.12%
1,929,158
+18,008
116
$56.7M 0.12%
1,266,032
-40,249
117
$56.6M 0.12%
1,714,267
-3,155
118
$54.6M 0.12%
+530,910
119
$53.6M 0.11%
1,225,833
-9,892
120
$53.5M 0.11%
1,880,323
-9,470
121
$52.9M 0.11%
943,381
-264,306
122
$52.7M 0.11%
1,687,062
+84,667
123
$50.7M 0.11%
504,889
-1,579
124
$47.6M 0.1%
729,693
-9,061
125
$47.3M 0.1%
827,783
-20,895