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
176
$36.8M 0.06%
310,381
+25,720
177
$36.6M 0.06%
1,877,514
-62,170
178
$36.4M 0.06%
823,161
-42,895
179
$36M 0.06%
1,090,264
-27,435
180
$34.9M 0.06%
378,345
-11,492
181
$34.8M 0.06%
666,941
-30,755
182
$34.4M 0.06%
2,088,689
-147,278
183
$34.3M 0.06%
811,222
-20,408
184
$34.2M 0.06%
717,011
-24,188
185
$33.8M 0.06%
1,033,784
-30,290
186
$33.6M 0.06%
292,752
+6,263
187
$32.6M 0.06%
455,496
+10,967
188
$31.9M 0.06%
2,023,480
+177,130
189
$31.7M 0.06%
393,562
-148,025
190
$31.6M 0.06%
305,894
+9,970
191
$31M 0.05%
286,785
+104,186
192
$30.2M 0.05%
389,983
-6,966
193
$29.4M 0.05%
255,638
+17,539
194
$28.9M 0.05%
101,887
+1,169
195
$28.7M 0.05%
75,491
+3,430
196
$28.7M 0.05%
899,586
-3,725
197
$28.4M 0.05%
367,361
-38,163
198
$27.9M 0.05%
632,386
-963
199
$27.5M 0.05%
857,814
-14,134
200
$27.1M 0.05%
393,127
+51,913