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
276
$20.6M 0.01%
354,545
-16,517
277
$20.4M 0.01%
273,071
-23,702
278
$19.8M 0.01%
162,430
-1,964
279
$19.7M 0.01%
197,191
-19,216
280
$18.9M 0.01%
260,820
+2,737
281
$18.6M 0.01%
111,311
-8,649
282
$18.4M 0.01%
3,955,856
-257,195
283
$18.1M 0.01%
72,818
+403
284
$18M 0.01%
200,640
+4,992
285
$18M 0.01%
225,173
-12,297
286
$17.9M 0.01%
879,068
-42,000
287
$17.7M 0.01%
160,325
+15,454
288
$17.5M 0.01%
1,643,642
-87,936
289
$17.1M 0.01%
317,662
-17,372
290
$17M 0.01%
640,313
-5,189
291
$16.9M 0.01%
152,627
-1,507
292
$16.9M 0.01%
1,231,596
+497,109
293
$16.7M 0.01%
208,287
+5,213
294
$16.4M 0.01%
274,604
-26,896
295
$16.3M 0.01%
63,761
-1,329
296
$16.1M 0.01%
1,025,141
-60,715
297
$16M 0.01%
326,581
+17,978
298
$15.9M 0.01%
286,876
+256,664
299
$15.9M 0.01%
145,777
+5,726
300
$15.9M 0.01%
183,504
-12,293