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
1
$1.44B 3.08%
11,784,588
-119,143
2
$1.28B 2.73%
10,830,699
+474,076
3
$1.11B 2.37%
10,446,156
-2,292
4
$1.08B 2.31%
42,964,740
-11,896
5
$997M 2.13%
11,387,462
+5,510
6
$970M 2.07%
8,208,233
-89,703
7
$963M 2.05%
18,557,016
+7,278
8
$937M 2%
33,414,430
+231,887
9
$885M 1.89%
13,318,188
+167,813
10
$816M 1.74%
17,602,653
-84,869
11
$814M 1.74%
13,520,515
-57,169
12
$809M 1.73%
27,816,822
+55,713
13
$794M 1.69%
49,233,700
-95,400
14
$789M 1.68%
6,427,117
+14,071
15
$766M 1.63%
14,355,408
+5,812
16
$761M 1.62%
8,297,439
-66,425
17
$751M 1.6%
5,435,596
+17,743
18
$750M 1.6%
8,427,622
-14,375
19
$742M 1.58%
13,145,647
+66,072
20
$722M 1.54%
42,362,278
+133,129
21
$695M 1.48%
9,301,782
+21,122
22
$684M 1.46%
135,676,361
+1,148,631
23
$659M 1.41%
18,934,269
-30,193
24
$655M 1.4%
24,343,864
-27,780
25
$638M 1.36%
14,562,827
+71,421