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
376
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9,507
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2,340
-65
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380
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33,222
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381
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3,000
382
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10,470
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385
$301K ﹤0.01%
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391
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5,604
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$279K ﹤0.01%
2,390
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393
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394
$261K ﹤0.01%
+2,808
395
$259K ﹤0.01%
7,326
+276
396
$250K ﹤0.01%
18,140
-9,142
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$248K ﹤0.01%
6,138
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398
$242K ﹤0.01%
7,724
-17
399
$242K ﹤0.01%
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400
$242K ﹤0.01%
5,897
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