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
126
$61.4M 0.11%
1,176,838
-47,183
127
$61.1M 0.11%
3,509,964
-105,742
128
$60.9M 0.11%
1,155,397
+14,813
129
$60.6M 0.11%
656,344
-22,788
130
$59.7M 0.1%
3,318,922
+41,500
131
$59.7M 0.1%
703,859
+19,492
132
$58.2M 0.1%
3,679,932
-101,737
133
$57.5M 0.1%
2,503,745
-89,810
134
$57.5M 0.1%
338,282
-10,233
135
$57M 0.1%
757,482
-23,055
136
$56.5M 0.1%
399,711
-8,370
137
$56M 0.1%
1,274,938
-39,561
138
$55.6M 0.1%
4,190,945
-146,592
139
$55.5M 0.1%
684,669
-14,307
140
$55.5M 0.1%
719,147
-22,112
141
$55.3M 0.1%
705,425
-18,816
142
$55.2M 0.1%
932,765
-31,946
143
$54.2M 0.09%
553,438
-25,378
144
$54.2M 0.09%
1,820,328
-60,234
145
$53.3M 0.09%
1,950,999
-26,586
146
$53M 0.09%
1,446,490
-22,929
147
$52.6M 0.09%
475,178
-29,832
148
$52.3M 0.09%
729,302
-23,852
149
$51.7M 0.09%
283,625
-6,791
150
$51.1M 0.09%
3,092,262
-103,495