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
126
$127M 0.08%
1,035,674
+145,773
127
$124M 0.08%
1,707,422
-43,362
128
$124M 0.08%
249,417
+10,953
129
$120M 0.07%
283,118
-4,624
130
$120M 0.07%
142,518
+2,166
131
$119M 0.07%
711,772
+22,394
132
$119M 0.07%
195,133
+765
133
$117M 0.07%
1,626,967
-50,878
134
$116M 0.07%
2,390,198
-66,334
135
$114M 0.07%
28,866,369
-1,636,792
136
$113M 0.07%
259,289
-7,539
137
$111M 0.07%
1,136,771
+49,181
138
$109M 0.07%
1,183,897
+649
139
$109M 0.07%
145,815
-2,337
140
$108M 0.07%
2,245,450
+139,955
141
$108M 0.07%
666,116
+1,645
142
$105M 0.07%
2,444,296
-2,276
143
$104M 0.06%
713,833
-14,388
144
$104M 0.06%
510,721
-7,270
145
$103M 0.06%
651,087
-5,631
146
$102M 0.06%
7,458,741
+104,846
147
$102M 0.06%
728,999
+24,399
148
$101M 0.06%
1,291,217
-10,514
149
$100M 0.06%
243,141
+7,909
150
$99.9M 0.06%
444,770
-14,011
4 5
6
7 8