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 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
326
$1.16M ﹤0.01%
23,548
+1,470
327
$1.13M ﹤0.01%
11,590
-1,205
328
$1.08M ﹤0.01%
18,718
-27,859
329
$1.06M ﹤0.01%
9,621
+2,159
330
$1.03M ﹤0.01%
8,468
+34
331
$984K ﹤0.01%
17,430
-9,340
332
$964K ﹤0.01%
18,138
+2,201
333
$961K ﹤0.01%
12,119
-1,390
334
$950K ﹤0.01%
10,461
-494
335
$942K ﹤0.01%
18,021
-45,914
336
$884K ﹤0.01%
9,699
-978
337
$884K ﹤0.01%
17,720
+82
338
$858K ﹤0.01%
29,450
+520
339
$822K ﹤0.01%
20,976
+1,906
340
$764K ﹤0.01%
6,882
-355
341
$747K ﹤0.01%
11,546
-684
342
$746K ﹤0.01%
9,026
+1,600
343
$683K ﹤0.01%
8,856
-2,852
344
$680K ﹤0.01%
15,020
-110
345
$666K ﹤0.01%
5,837
+205
346
$663K ﹤0.01%
+26,400
347
$631K ﹤0.01%
16,046
+2,246
348
$621K ﹤0.01%
10,850
+2,148
349
$601K ﹤0.01%
4,043
+15
350
$590K ﹤0.01%
9,050
-474