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
201
$17.9M 0.04%
409,704
-72,975
202
$17.4M 0.04%
1,261,050
+38,190
203
$17.2M 0.04%
224,807
+393
204
$17.1M 0.04%
175,223
+60
205
$16.4M 0.03%
221,494
-270
206
$16.4M 0.03%
216,208
+12,961
207
$16.2M 0.03%
+548,495
208
$16.1M 0.03%
619,280
-50,830
209
$15.8M 0.03%
339,380
+13,185
210
$15.6M 0.03%
208,980
-23,255
211
$15.4M 0.03%
255,663
-4,751
212
$15.2M 0.03%
413,810
+346,510
213
$15.1M 0.03%
181,391
-2,226
214
$15M 0.03%
374,101
-9,200
215
$15M 0.03%
234,798
+8,386
216
$14.1M 0.03%
438,922
+35,707
217
$13.7M 0.03%
243,592
-26,162
218
$13.6M 0.03%
223,095
-6,344
219
$13.5M 0.03%
123,284
-7,260
220
$13.5M 0.03%
492,478
+82,478
221
$13.1M 0.03%
169,692
-13,965
222
$12.5M 0.03%
159,075
-17,704
223
$12.5M 0.03%
159,839
-16,827
224
$12.4M 0.03%
399,427
+24,050
225
$12.4M 0.03%
389,641
+3,892