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
401
$241K ﹤0.01%
+3,807
402
$231K ﹤0.01%
2,860
+147
403
$228K ﹤0.01%
+6,453
404
$226K ﹤0.01%
+4,429
405
$223K ﹤0.01%
+2,960
406
$217K ﹤0.01%
+6,804
407
$216K ﹤0.01%
+2,739
408
$216K ﹤0.01%
+1,884
409
$216K ﹤0.01%
3,010
-955
410
$215K ﹤0.01%
7,519
-948
411
$213K ﹤0.01%
+19
412
$212K ﹤0.01%
+3,419
413
$211K ﹤0.01%
+1,772
414
$211K ﹤0.01%
+3,421
415
$209K ﹤0.01%
2,251
-472
416
$207K ﹤0.01%
4,086
-825
417
$207K ﹤0.01%
15,200
418
$206K ﹤0.01%
+4,736
419
$205K ﹤0.01%
+4,987
420
$204K ﹤0.01%
+3,776
421
$203K ﹤0.01%
+5,000
422
$202K ﹤0.01%
+4,425
423
$201K ﹤0.01%
+3,228
424
$190K ﹤0.01%
17,363
+3,192
425
$182K ﹤0.01%
14,000