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
126
$46.9M 0.1%
1,448,650
+21,975
127
$46.5M 0.1%
806,275
+14,945
128
$46.4M 0.1%
2,616,850
+526,350
129
$46.4M 0.1%
1,291,449
-2,657
130
$46.3M 0.1%
1,081,095
-8,136
131
$46M 0.1%
488,857
-7,495
132
$45.9M 0.1%
880,764
-9,153
133
$45.7M 0.1%
2,390,444
+456,367
134
$45.3M 0.1%
882,077
-748,326
135
$45.3M 0.1%
2,749,911
+168,905
136
$44.8M 0.1%
3,160,542
+3,147,756
137
$43.4M 0.09%
796,275
+193,060
138
$43.3M 0.09%
442,873
+573
139
$42.8M 0.09%
4,280,627
-51,059
140
$41.9M 0.09%
6,399,679
-1,114,957
141
$41.8M 0.09%
2,280,178
-26,045
142
$41.6M 0.09%
226,490
-30,912
143
$41.3M 0.09%
888,463
+4,590
144
$41.1M 0.09%
1,177,679
+841,284
145
$41M 0.09%
1,517,700
-3,675
146
$40.7M 0.09%
973,507
-120,960
147
$40.1M 0.09%
2,809,716
-16,310
148
$40M 0.09%
1,981,671
+19,801
149
$39.6M 0.08%
1,556,123
-30,905
150
$39M 0.08%
594,090
+362