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 Buys

1
+$470M
2
+$393M
3
+$213M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$153M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$51.9M

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
276
$5.08M 0.01%
47,748
-19,825
277
$5M 0.01%
94,060
-11,950
278
$4.99M 0.01%
34,780
-675
279
$4.94M 0.01%
49,348
+26,445
280
$4.93M 0.01%
37,231
-14,695
281
$4.46M 0.01%
377,340
-96,850
282
$4.38M 0.01%
58,900
-40
283
$3.89M 0.01%
150,500
284
$3.81M 0.01%
96,800
285
$3.7M 0.01%
164,672
286
$3.66M 0.01%
209,920
287
$3.58M 0.01%
160,500
+200
288
$3.54M 0.01%
214,000
-250
289
$3.3M 0.01%
75,900
+15,100
290
$3.23M 0.01%
61,550
+200
291
$3.2M 0.01%
143,200
292
$3.15M 0.01%
74,200
-17,200
293
$3M 0.01%
34,470
-52,025
294
$2.95M 0.01%
73,643
-327,010
295
$2.88M 0.01%
54,280
+1,880
296
$2.87M 0.01%
44,440
+40
297
$2.84M 0.01%
153,434
298
$2.83M 0.01%
35,314
+1,824
299
$2.71M 0.01%
160,888
-9,967
300
$2.49M 0.01%
93,797
-82,315
10 11
12
13 14