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
151
$99.1M 0.06%
1,204,312
-75,638
152
$98M 0.06%
1,006,390
-12,485
153
$96.3M 0.06%
2,288,119
-38,817
154
$96.2M 0.06%
535,847
+32,244
155
$95.9M 0.06%
727,403
+5,225
156
$95.8M 0.06%
2,461,326
-31,729
157
$95.4M 0.06%
4,414,720
+238,060
158
$95.4M 0.06%
1,442,152
+1,406,795
159
$95.2M 0.06%
335,027
+9
160
$94.1M 0.06%
27,015,297
-1,738,361
161
$93.4M 0.06%
486,047
+21,803
162
$90.6M 0.06%
1,168,932
-19,767
163
$89.9M 0.06%
3,347,401
+185,548
164
$88.8M 0.06%
689,224
-15,674
165
$88.4M 0.05%
863,370
-7,917
166
$88.3M 0.05%
3,196,349
-67,903
167
$87.7M 0.05%
1,379,906
-14,056
168
$85.1M 0.05%
1,177,994
+7,824
169
$80.7M 0.05%
534,722
+8,523
170
$80.6M 0.05%
119,282
+10,436
171
$79.1M 0.05%
184,061
-3,952
172
$79.1M 0.05%
289,307
-5,046
173
$77.9M 0.05%
1,102,893
+4,160
174
$77.2M 0.05%
513,579
-16,349
175
$77.2M 0.05%
519,270
-10,533
5 6
7
8 9