Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.71B 2.97%
14,554,812
+210,115
2
$1.5B 2.62%
40,054,480
+507,660
3
$1.33B 2.32%
45,992,108
+502,872
4
$1.33B 2.31%
10,224,802
-187,485
5
$1.26B 2.2%
10,957,134
+111,514
6
$1.2B 2.1%
13,945,830
+51,555
7
$1.17B 2.03%
14,957,743
+192,748
8
$1.15B 2%
18,453,273
+78,699
9
$1.15B 1.99%
8,541,556
+61,041
10
$1.05B 1.82%
33,943,810
+388,278
11
$1.01B 1.76%
18,364,285
+174,448
12
$1B 1.75%
6,621,159
+57,517
13
$924M 1.61%
13,393,435
+177,701
14
$919M 1.6%
5,640,868
+27,083
15
$911M 1.59%
8,744,864
+22,547
16
$865M 1.51%
25,051,148
+126,294
17
$858M 1.49%
6,194,883
-169,774
18
$827M 1.44%
20,875,300
+674,460
19
$805M 1.4%
28,005,239
-819,916
20
$799M 1.39%
36,169,952
+415,715
21
$793M 1.38%
5,710,768
+281,764
22
$787M 1.37%
10,630,270
+97,392
23
$724M 1.26%
19,960,539
+124,178
24
$683M 1.19%
8,120,281
+16,797
25
$632M 1.1%
9,688,348
-2,893