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
326
$10.7M 0.01%
32,390
-592
327
$10.7M 0.01%
140,623
+8,251
328
$10.6M 0.01%
127,391
+9,930
329
$10.5M 0.01%
277,045
-955
330
$10.5M 0.01%
389,156
+88,053
331
$10.4M 0.01%
2,805,835
-26,352
332
$10.3M 0.01%
60,448
-3,420
333
$9.96M 0.01%
17,847
-6,963
334
$9.96M 0.01%
167,677
+8,436
335
$9.89M 0.01%
90,176
-1,190
336
$9.36M 0.01%
227,191
-3,716,836
337
$9.09M 0.01%
137,266
-2,737
338
$9.01M 0.01%
164,152
339
$8.99M 0.01%
301,228
-18,152
340
$8.84M 0.01%
454,310
+28,622
341
$8.81M 0.01%
162,794
-19,794
342
$8.52M 0.01%
17,421
-1,764
343
$8.51M 0.01%
98,983
-4,283
344
$8.35M 0.01%
113,192
345
$8.32M 0.01%
58,798
-13,693
346
$8.22M 0.01%
64,107
+6,730
347
$8.2M 0.01%
14,584
-10,981
348
$8.08M 0.01%
1,047,212
-259,239
349
$8.07M 0.01%
95,910
+2,598
350
$8.04M 0.01%
152,006
+11,649