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
351
$8M 0.01%
172,461
+24,581
352
$7.87M 0.01%
477,579
353
$7.81M 0.01%
38,008
-1,060
354
$7.76M 0.01%
194,054
-5,386,325
355
$7.41M 0.01%
156,388
+6,282
356
$7.24M 0.01%
+55,560
357
$7.04M 0.01%
36,305
+156
358
$6.82M ﹤0.01%
64,350
+516
359
$6.42M ﹤0.01%
297,133
-1,590
360
$6.4M ﹤0.01%
197,416
+32,778
361
$6.38M ﹤0.01%
166,295
-1,705
362
$6.32M ﹤0.01%
213,000
-4,000
363
$6.31M ﹤0.01%
88,838
-4,288
364
$6.22M ﹤0.01%
2,270,095
-60,961
365
$6.2M ﹤0.01%
90,860
+2,815
366
$6.12M ﹤0.01%
979,162
367
$6.03M ﹤0.01%
282,348
-12,652
368
$5.99M ﹤0.01%
45,502
+5,352
369
$5.98M ﹤0.01%
+111,204
370
$5.9M ﹤0.01%
130,442
+25,147
371
$5.88M ﹤0.01%
192,102
+38,625
372
$5.88M ﹤0.01%
2,522
-441
373
$5.79M ﹤0.01%
119,040
+6,272
374
$5.78M ﹤0.01%
101,799
-5,982
375
$5.73M ﹤0.01%
53,527
+4,059