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 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
176
$25.8M 0.06%
1,084,081
-98,649
177
$25.7M 0.05%
2,177,016
+4,150
178
$25.6M 0.05%
1,058,330
+360,710
179
$25.1M 0.05%
+397,611
180
$24.5M 0.05%
475,622
+20,855
181
$23.9M 0.05%
716,109
-6,415
182
$23.9M 0.05%
388,290
183
$23.4M 0.05%
+486,142
184
$23.2M 0.05%
1,139,643
+41,179
185
$22.4M 0.05%
405,266
+13,484
186
$22M 0.05%
232,137
+101,073
187
$22M 0.05%
156,629
+71,313
188
$22M 0.05%
368,208
-3,616
189
$21.8M 0.05%
1,549,740
190
$20.8M 0.04%
192,084
-23,141
191
$20.7M 0.04%
1,399,141
-148,595
192
$20.5M 0.04%
544,074
+53,660
193
$20M 0.04%
161,990
-10,392
194
$19.9M 0.04%
5,215,202
+186,610
195
$19.7M 0.04%
398,923
+1,775
196
$19.3M 0.04%
197,001
-23,010
197
$19.3M 0.04%
195,034
+8,129
198
$18.3M 0.04%
713,093
-5,045
199
$18M 0.04%
373,610
-10,150
200
$17.9M 0.04%
1,280,576
-51,775