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
$44.1B
AUM Growth
+$3.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

1 +$322M
2 +$276M
3 +$268M
4
AAPL icon
Apple
AAPL
+$148M
5
OUBS
USB AG (NEW)
OUBS
+$131M

Sector Composition

1 Financials 20.56%
2 Technology 12.76%
3 Healthcare 12.06%
4 Consumer Discretionary 7.83%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11.6M 0.03%
179,801
-4,594
227
$11.5M 0.03%
305,768
+1,150
228
$11.3M 0.03%
263,732
-5,675
229
$11.2M 0.03%
132,359
-2,019
230
$11M 0.03%
96,047
-3,434
231
$10.9M 0.02%
378,275
+206,475
232
$10.9M 0.02%
985,658
-14,933
233
$10.7M 0.02%
262,835
-2,350
234
$10.7M 0.02%
204,270
-4,175
235
$10.6M 0.02%
468,268
-6,675
236
$10.4M 0.02%
144,659
-2,580
237
$10.3M 0.02%
379,451
-8,375
238
$9.96M 0.02%
379,896
-12,651
239
$9.95M 0.02%
269,189
-6,106
240
$9.86M 0.02%
147,466
+4,450
241
$9.76M 0.02%
278,175
-6,900
242
$9.69M 0.02%
213,576
-18,104
243
$9.65M 0.02%
139,313
-125
244
$9.56M 0.02%
154,485
-4,375
245
$9.55M 0.02%
82,014
-1,450
246
$9.45M 0.02%
280,904
-667
247
$9.37M 0.02%
510,015
-600
248
$9.19M 0.02%
399,595
-34,600
249
$8.79M 0.02%
158,564
-38,715
250
$8.72M 0.02%
195,300
-7,175