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
251
$8.58M 0.02%
184,035
-4,125
252
$8.57M 0.02%
180,212
+1,250
253
$7.95M 0.02%
111,546
-4,009
254
$7.78M 0.02%
96,926
255
$7.71M 0.02%
447,764
-7,475
256
$7.64M 0.02%
98,435
-12,550
257
$7.07M 0.02%
181,894
-1,475
258
$7.01M 0.02%
74,589
-1,650
259
$6.98M 0.02%
158,673
+1,475
260
$6.96M 0.02%
132,076
-20,370
261
$6.8M 0.02%
489,744
-155,214
262
$6.67M 0.02%
75,325
263
$6.67M 0.02%
215,400
-35,200
264
$6.47M 0.01%
225,900
-21,350
265
$6.3M 0.01%
100,285
+775
266
$6.24M 0.01%
147,995
-21,250
267
$5.98M 0.01%
176,490
268
$5.9M 0.01%
798,763
-90,692
269
$5.81M 0.01%
133,573
270
$5.8M 0.01%
46,646
-1,651
271
$5.69M 0.01%
106,565
-17,800
272
$5.63M 0.01%
119,388
-4,758
273
$5.62M 0.01%
681,969
-9,087
274
$5.6M 0.01%
60,245
+1,320
275
$5.11M 0.01%
417,818
-16,604