Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 Buys

1 +$56.4M
2 +$53.8M
3 +$53.1M
4
PBR icon
Petrobras
PBR
+$52.7M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$34.3M

Top Sells

1 +$58.7M
2 +$38.2M
3 +$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$35.6M

Sector Composition

1 Financials 20.26%
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
151
$37.4M 0.08%
581,727
-7,410
152
$36.9M 0.08%
522,773
-70,658
153
$36.1M 0.08%
670,252
-930
154
$36.1M 0.08%
6,431,632
-104,024
155
$35.9M 0.08%
365,069
-30,964
156
$35.3M 0.08%
1,130,289
-6,060
157
$34.8M 0.07%
1,697,773
+15,449
158
$34.3M 0.07%
639,977
-3,283
159
$33.2M 0.07%
293,171
-1,570
160
$33.2M 0.07%
1,063,055
-67,045
161
$32.4M 0.07%
361,924
+7,600
162
$32.3M 0.07%
215,630
+2,671
163
$32.1M 0.07%
1,073,200
+43,257
164
$31.8M 0.07%
860,001
-6,120
165
$31.3M 0.07%
1,134,561
+6,150
166
$31.2M 0.07%
244,637
-26,569
167
$27.9M 0.06%
2,922,100
+46,000
168
$27.3M 0.06%
885,904
-10,265
169
$27.3M 0.06%
1,343,150
+41,076
170
$26.8M 0.06%
528,239
-4,761
171
$26.8M 0.06%
614,529
+6,605
172
$26.6M 0.06%
871,315
-13,615
173
$26M 0.06%
+668,700
174
$26M 0.06%
78,457
-10,428
175
$25.8M 0.06%
1,084,081
-98,649