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
201
$27M 0.05%
316,797
-3,070
202
$26.8M 0.05%
2,075,252
-32,685
203
$26.7M 0.05%
556,849
+64,039
204
$25.8M 0.04%
151,274
-14,894
205
$25.1M 0.04%
427,251
-1,601
206
$24.3M 0.04%
353,137
+5,780
207
$23.6M 0.04%
203,488
+3,718
208
$22.9M 0.04%
380,602
-4,048
209
$22.5M 0.04%
459,039
-17,853
210
$22.1M 0.04%
555,456
-300,255
211
$22.1M 0.04%
187,118
+1,912
212
$21.9M 0.04%
259,586
+5,671
213
$21.6M 0.04%
501,215
-15,034
214
$21.3M 0.04%
1,285,083
215
$21.2M 0.04%
610,049
-1,767
216
$21.2M 0.04%
286,246
-10,619
217
$21.2M 0.04%
239,780
-8,013
218
$21.1M 0.04%
618,123
-105,165
219
$20.7M 0.04%
517,941
-225,915
220
$20.6M 0.04%
661,344
-12,815
221
$20.5M 0.04%
248,658
+42,949
222
$20.2M 0.04%
461,412
+1,516
223
$19.9M 0.03%
385,198
-1,944
224
$19.3M 0.03%
685,398
-13,335
225
$19M 0.03%
627,104
-30,800