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
$142B
AUM Growth
+$8.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$994M
2
+$649M
3
+$530M
4
AAPL icon
Apple
AAPL
+$188M
5
AMZN icon
Amazon
AMZN
+$153M

Top Sells

1
+$845M
2
+$226M
3
+$215M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$153M
5
TSM icon
TSMC
TSM
+$118M

Sector Composition

1 Technology 25.52%
2 Financials 12.28%
3 Consumer Discretionary 11.76%
4 Healthcare 9.84%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.6M 0.03%
962,729
+59,393
227
$40.5M 0.03%
449,653
-8,844
228
$40.4M 0.03%
309,249
-9,019
229
$40M 0.03%
1,048,041
-85,474
230
$39.6M 0.03%
241,063
-5,893
231
$38.8M 0.03%
704,088
+52,386
232
$37.6M 0.03%
535,693
-65,225
233
$37.4M 0.03%
898,077
-12,638
234
$37.1M 0.03%
170,289
-4,517
235
$36.3M 0.03%
136,829
-2,452
236
$35.1M 0.02%
+1,262,101
237
$35.1M 0.02%
843,163
-79,642
238
$34.5M 0.02%
303,353
-187,985
239
$34.3M 0.02%
779,124
-40,288
240
$34.3M 0.02%
2,213,858
-129,686
241
$33.5M 0.02%
210,978
+23,437
242
$32.7M 0.02%
1,503,129
-47,290
243
$32.2M 0.02%
148,245
-6,913
244
$32M 0.02%
151,805
-675
245
$31.9M 0.02%
123,265
-6,048
246
$31M 0.02%
238,581
+5,335
247
$30.4M 0.02%
760,087
-38,224
248
$30.2M 0.02%
528,223
-30,744
249
$30M 0.02%
159,173
-7,521
250
$29.6M 0.02%
1,098,652
-47,362
8 9
10
11 12