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
101
$243M 0.15%
7,915,105
+368,150
102
$233M 0.14%
4,105,858
+267,814
103
$218M 0.14%
4,225,632
+66,807
104
$213M 0.13%
6,463,720
+403,290
105
$210M 0.13%
337,859
+3,540
106
$203M 0.13%
3,831,061
-209,452
107
$196M 0.12%
1,089,886
-34,312
108
$192M 0.12%
2,931,605
+198,368
109
$192M 0.12%
1,004,118
-26,530
110
$189M 0.12%
24,127,898
-2,271,761
111
$189M 0.12%
483,394
-60,771
112
$182M 0.11%
929,591
-105,550
113
$179M 0.11%
627,141
+6,307
114
$178M 0.11%
373,226
+3,255
115
$171M 0.11%
3,152,044
+852,348
116
$164M 0.1%
3,255,133
+90,497
117
$152M 0.09%
636,834
+9,137
118
$149M 0.09%
1,747,471
-170,922
119
$142M 0.09%
3,279,481
+131,038
120
$139M 0.09%
576,065
+8,114
121
$136M 0.08%
1,145,034
+10,867
122
$133M 0.08%
3,573,166
-25,313
123
$129M 0.08%
2,499,694
-158,586
124
$128M 0.08%
3,597,344
+211,470
125
$127M 0.08%
1,871,426
+18,850
3 4
5
6 7