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
$161B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,103
New
Increased
Reduced
Closed

Top Buys

1 +$896M
2 +$592M
3 +$413M
4
LRCX icon
Lam Research
LRCX
+$386M
5
MSFT icon
Microsoft
MSFT
+$201M

Top Sells

1 +$1.18B
2 +$562M
3 +$111M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$97.7M
5
TSM icon
TSMC
TSM
+$67.2M

Sector Composition

1 Technology 27.05%
2 Financials 11.79%
3 Healthcare 10.9%
4 Consumer Discretionary 10.36%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.62B 5.35%
60,885,408
-3,974,251
2
$7.2B 4.47%
25,524,530
+711,260
3
$6.34B 3.94%
38,623,120
+1,121,180
4
$5.22B 3.24%
55,298,960
+4,379,522
5
$4.91B 3.05%
36,749,600
+1,151,700
6
$4.08B 2.54%
18,337,601
-5,308,880
7
$3.77B 2.34%
13,909,728
+488,928
8
$3.7B 2.3%
6,434,469
+228,139
9
$3.12B 1.94%
11,992,789
+416,139
10
$3.06B 1.9%
4,101,127
+47,764
11
$2.83B 1.76%
25,379,575
-601,698
12
$2.62B 1.63%
15,624,335
+254,252
13
$2.58B 1.6%
7,590,677
+2,639,529
14
$2.54B 1.58%
4,160,585
+177,164
15
$2.46B 1.53%
7,484,008
+190,411
16
$2.17B 1.35%
16,295,529
+131,062
17
$2.1B 1.31%
14,211,000
+81,601
18
$1.88B 1.17%
11,105,472
+380,200
19
$1.82B 1.13%
39,073,341
+1,195,020
20
$1.75B 1.08%
3,887,213
+137,695
21
$1.73B 1.08%
32,484,502
+1,067,667
22
$1.62B 1.01%
15,779,331
+5,757,675
23
$1.55B 0.96%
32,351,078
+187,104
24
$1.53B 0.95%
4,406,951
+132,221
25
$1.53B 0.95%
46,988,924
+1,389,212