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
301
$15.6M 0.01%
169,695
-1,077
302
$15.5M 0.01%
+609,392
303
$15.3M 0.01%
147,470
-11,980
304
$15.2M 0.01%
174,420
-2,587,900
305
$14.7M 0.01%
77,397
-4,544
306
$14.7M 0.01%
207,178
-9,533
307
$13.9M 0.01%
261,264
-1,445,415
308
$13.8M 0.01%
87,191
+7,150
309
$13.4M 0.01%
161,316
-7,719
310
$13.1M 0.01%
180,376
+61
311
$12.6M 0.01%
116,068
-436,779
312
$12.6M 0.01%
99,866
-1,621
313
$12.3M 0.01%
159,618
-3,112
314
$11.9M 0.01%
181,673
+172,176
315
$11.7M 0.01%
236,000
-17,097
316
$11.7M 0.01%
910,396
+91,830
317
$11.5M 0.01%
96,839
-5,173
318
$11.5M 0.01%
155,930
+487
319
$11.4M 0.01%
131,895
-154,646
320
$11.2M 0.01%
49,818
-7,382
321
$11.2M 0.01%
437,841
-2,986
322
$11.1M 0.01%
175,358
-3,783
323
$10.8M 0.01%
325,575
-13,120
324
$10.7M 0.01%
199,127
-55
325
$10.7M 0.01%
308,354
-8,698