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
101
$82.7M 0.14%
5,103,712
+82,487
102
$81.9M 0.14%
2,223,068
+375,146
103
$80.4M 0.14%
1,193,166
-56,184
104
$78.6M 0.14%
1,509,216
-10,042
105
$77.6M 0.14%
1,012,711
-34,930
106
$77.5M 0.14%
2,279,542
-47,621
107
$77.2M 0.13%
1,674,831
-46,794
108
$76.2M 0.13%
2,411,094
-80,581
109
$75.8M 0.13%
1,334,036
-15,006
110
$75.7M 0.13%
2,088,802
-52,840
111
$74.6M 0.13%
1,392,922
+697,918
112
$74.1M 0.13%
4,125,011
-70,067
113
$72.6M 0.13%
478,680
+50,807
114
$72.3M 0.13%
2,404,292
-74,845
115
$72M 0.13%
689,931
+36,852
116
$70.5M 0.12%
1,716,334
-101,213
117
$70.1M 0.12%
1,178,358
-44,250
118
$68.5M 0.12%
811,068
+284,636
119
$67.1M 0.12%
597,775
-34,069
120
$66.1M 0.12%
2,698,018
+84,136
121
$65.1M 0.11%
8,434,498
+974,887
122
$64.8M 0.11%
2,960,032
-106,994
123
$63.3M 0.11%
1,716,970
-90,541
124
$63.1M 0.11%
8,838,996
-201,467
125
$61.7M 0.11%
527,436
-22,329