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
176
$25.7M 0.05%
2,177,016
+4,150
177
$25.6M 0.05%
1,058,330
+360,710
178
$25.1M 0.05%
+397,611
179
$24.5M 0.05%
475,622
+20,855
180
$23.9M 0.05%
716,109
-6,415
181
$23.9M 0.05%
388,290
182
$23.4M 0.05%
+486,142
183
$23.2M 0.05%
1,139,643
+41,179
184
$22.4M 0.05%
405,266
+13,484
185
$22M 0.05%
232,137
+101,073
186
$22M 0.05%
156,629
+71,313
187
$22M 0.05%
368,208
-3,616
188
$21.8M 0.05%
1,549,740
189
$20.8M 0.04%
192,084
-23,141
190
$20.7M 0.04%
1,399,141
-148,595
191
$20.5M 0.04%
544,074
+53,660
192
$20M 0.04%
161,990
-10,392
193
$19.9M 0.04%
5,215,202
+186,610
194
$19.7M 0.04%
398,923
+1,775
195
$19.3M 0.04%
197,001
-23,010
196
$19.3M 0.04%
195,034
+8,129
197
$18.3M 0.04%
713,093
-5,045
198
$18M 0.04%
373,610
-10,150
199
$17.9M 0.04%
1,280,576
-51,775
200
$17.9M 0.04%
409,704
-72,975