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 Buys

1
+$56M
2
+$54.6M
3
+$53.4M
4
PBR icon
Petrobras
PBR
+$44.7M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$32.7M

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
151
$38.8M 0.08%
1,121,878
-1,302
152
$37.4M 0.08%
581,727
-7,410
153
$36.9M 0.08%
522,773
-70,658
154
$36.1M 0.08%
670,252
-930
155
$36.1M 0.08%
6,431,632
-104,024
156
$35.9M 0.08%
365,069
-30,964
157
$35.3M 0.08%
1,130,289
-6,060
158
$34.8M 0.07%
1,697,773
+15,449
159
$34.3M 0.07%
639,977
-3,283
160
$33.2M 0.07%
293,171
-1,570
161
$33.2M 0.07%
1,063,055
-67,045
162
$32.4M 0.07%
361,924
+7,600
163
$32.3M 0.07%
215,630
+2,671
164
$32.1M 0.07%
1,073,200
+43,257
165
$31.8M 0.07%
860,001
-6,120
166
$31.3M 0.07%
1,134,561
+6,150
167
$31.2M 0.07%
244,637
-26,569
168
$27.9M 0.06%
2,922,100
+46,000
169
$27.3M 0.06%
885,904
-10,265
170
$27.3M 0.06%
1,343,150
+41,076
171
$26.8M 0.06%
528,239
-4,761
172
$26.8M 0.06%
614,529
+6,605
173
$26.6M 0.06%
871,315
-13,615
174
$26M 0.06%
+668,700
175
$26M 0.06%
78,457
-10,428
5 6
7
8 9