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
351
$570K ﹤0.01%
2,038
+264
352
$561K ﹤0.01%
7,026
+3,458
353
$550K ﹤0.01%
21,866
-25,695
354
$519K ﹤0.01%
7,392
-1,239
355
$507K ﹤0.01%
13,436
-744
356
$505K ﹤0.01%
5,091
+1,565
357
$491K ﹤0.01%
422
-7
358
$473K ﹤0.01%
6,300
359
$455K ﹤0.01%
32,500
360
$452K ﹤0.01%
3,892
+1,517
361
$447K ﹤0.01%
7,515
+1
362
$441K ﹤0.01%
5,684
-377
363
$434K ﹤0.01%
4,978
+949
364
$434K ﹤0.01%
8,759
-1,017
365
$430K ﹤0.01%
12,968
+4,290
366
$423K ﹤0.01%
5,236
+327
367
$417K ﹤0.01%
3,553
+744
368
$416K ﹤0.01%
10,332
+27
369
$406K ﹤0.01%
17,382
-5,811
370
$403K ﹤0.01%
7,020
-367
371
$399K ﹤0.01%
4,300
+50
372
$397K ﹤0.01%
5,937
-865
373
$375K ﹤0.01%
8,174
+1,812
374
$373K ﹤0.01%
4,412
-568
375
$335K ﹤0.01%
26,150