Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 Buys

1
+$56.4M
2
+$53.8M
3
+$53.1M
4
PBR icon
Petrobras
PBR
+$52.7M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$34.3M

Top Sells

1
+$58.7M
2
+$38.2M
3
+$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$35.6M

Sector Composition

1 Financials 20.26%
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%
753,298
-8,528
102
$63.8M 0.14%
1,476,933
-18,596
103
$62.6M 0.13%
10,598,324
+861,295
104
$62.3M 0.13%
1,257,228
-5,003
105
$62.2M 0.13%
1,361,764
-22,896
106
$60M 0.13%
702,247
+7,556
107
$59.9M 0.13%
2,500,028
+3,905
108
$59.6M 0.13%
5,140,285
-10,745
109
$59.3M 0.13%
2,291,615
+112,910
110
$58.9M 0.13%
776,673
+2,992
111
$58.8M 0.13%
730,237
-5,015
112
$58.3M 0.12%
4,076,968
+167,991
113
$57.7M 0.12%
999,768
-104,841
114
$57.1M 0.12%
1,929,158
+18,008
115
$56.7M 0.12%
1,266,032
-40,249
116
$56.6M 0.12%
1,714,267
-3,155
117
$54.6M 0.12%
+530,910
118
$53.6M 0.11%
1,225,833
-9,892
119
$53.5M 0.11%
1,880,323
-9,470
120
$52.9M 0.11%
943,381
-264,306
121
$52.7M 0.11%
1,687,062
+84,667
122
$50.7M 0.11%
504,889
-1,579
123
$47.6M 0.1%
729,693
-9,061
124
$47.3M 0.1%
827,783
-20,895
125
$46.9M 0.1%
1,448,650
+21,975
3 4
5
6 7