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
301
$2.44M 0.01%
78,398
-34,314
302
$2.33M 0.01%
129,700
303
$2.26M 0.01%
16,630
-10,400
304
$2.18M ﹤0.01%
65,755
-1,145
305
$2.13M ﹤0.01%
77,659
306
$2.08M ﹤0.01%
65,925
307
$1.98M ﹤0.01%
24,710
+875
308
$1.98M ﹤0.01%
41,900
309
$1.94M ﹤0.01%
36,064
-1,184,498
310
$1.9M ﹤0.01%
30,106
311
$1.78M ﹤0.01%
8,201
+26
312
$1.74M ﹤0.01%
30,631
+154
313
$1.72M ﹤0.01%
44,800
-4,393
314
$1.7M ﹤0.01%
9,216
-2,659
315
$1.68M ﹤0.01%
32,455
316
$1.6M ﹤0.01%
9
-1
317
$1.49M ﹤0.01%
19,889
+11,889
318
$1.48M ﹤0.01%
45,900
319
$1.33M ﹤0.01%
40,288
+88
320
$1.31M ﹤0.01%
18,610
-4,588
321
$1.29M ﹤0.01%
12,955
+1,695
322
$1.27M ﹤0.01%
22,067
+2
323
$1.27M ﹤0.01%
17,500
324
$1.26M ﹤0.01%
13,276
-912
325
$1.24M ﹤0.01%
13,005
+2,015
11 12
13
14 15