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
151
$51M 0.09%
8,276,321
-205,517
152
$50.1M 0.09%
2,509,210
-54,110
153
$49.4M 0.09%
684,124
-26,485
154
$46.6M 0.08%
867,705
-31,119
155
$45.8M 0.08%
1,570,581
-254,062
156
$45.8M 0.08%
293,895
+3,117
157
$45.4M 0.08%
2,231,867
-17,615
158
$45.4M 0.08%
1,952,376
+180,894
159
$44.7M 0.08%
1,042,660
-10,150
160
$43.8M 0.08%
394,774
-12,499
161
$43.8M 0.08%
1,796,128
-48,102
162
$43.6M 0.08%
696,569
+12,527
163
$42.9M 0.07%
721,696
+900
164
$42.8M 0.07%
514,718
-15,001
165
$42.8M 0.07%
1,234,762
-27,603
166
$42.5M 0.07%
786,009
-12,805
167
$42M 0.07%
817,570
+1,840
168
$41.2M 0.07%
2,204,346
-31,015
169
$40M 0.07%
576,893
-6,395
170
$39.9M 0.07%
1,355,202
-29,315
171
$39.6M 0.07%
321,916
-5,521
172
$38.2M 0.07%
653,730
+3,398
173
$37.3M 0.07%
490,104
-18,556
174
$36.9M 0.06%
337,285
-10,064
175
$36.8M 0.06%
429,756
+135,613