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
251
$29.5M 0.02%
504,727
-32,928
252
$28M 0.02%
2,713,304
-194,059
253
$27.8M 0.02%
854,389
-25,348
254
$27.6M 0.02%
98,578
-6
255
$27.4M 0.02%
657,049
-48,638
256
$26.8M 0.02%
223,656
-10,933
257
$25.9M 0.02%
2,270,238
-114,075
258
$25.6M 0.02%
334,804
+26,334
259
$25.5M 0.02%
376,438
-23,171
260
$24.9M 0.02%
1,270,662
-5,106
261
$24.8M 0.02%
410,246
-38,998
262
$24.2M 0.02%
979,330
+1,562
263
$24M 0.02%
834,350
-50,904
264
$23.7M 0.02%
256,661
-12,748
265
$23.7M 0.02%
7,470,320
-210,990
266
$23.5M 0.02%
202,156
-3,832
267
$21.9M 0.02%
532,926
+46,923
268
$21.7M 0.02%
207,799
-12,855
269
$21.4M 0.02%
161,121
-9,370
270
$21.3M 0.02%
1,028,972
-61,123
271
$21.3M 0.02%
434,056
+557
272
$21.1M 0.01%
+806,624
273
$20.9M 0.01%
234,570
-16,783
274
$20.8M 0.01%
750,721
-58,973
275
$20.8M 0.01%
115,625
-4,322