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
401
$3.87M ﹤0.01%
277,289
-14,999
402
$3.87M ﹤0.01%
125,549
+3,162
403
$3.83M ﹤0.01%
147,567
-15,040
404
$3.8M ﹤0.01%
68,754
-683
405
$3.77M ﹤0.01%
138,950
+43,815
406
$3.77M ﹤0.01%
60,168
-39,063
407
$3.69M ﹤0.01%
24,504
-306
408
$3.66M ﹤0.01%
236,180
-1,504
409
$3.65M ﹤0.01%
19,114
-507
410
$3.65M ﹤0.01%
95,760
411
$3.64M ﹤0.01%
58,118
+51,713
412
$3.53M ﹤0.01%
97,342
+550
413
$3.45M ﹤0.01%
188,190
+47,450
414
$3.43M ﹤0.01%
25,325
+15
415
$3.42M ﹤0.01%
25,953
+4,579
416
$3.4M ﹤0.01%
31,462
-1,598
417
$3.3M ﹤0.01%
64,936
+7,645
418
$3.28M ﹤0.01%
19,887
+58
419
$3.25M ﹤0.01%
66,229
+3,924
420
$3.17M ﹤0.01%
32,976
-704
421
$3.13M ﹤0.01%
85,078
+5,456
422
$3.1M ﹤0.01%
66,776
+13,722
423
$3.09M ﹤0.01%
27,920
-260
424
$3.09M ﹤0.01%
27,564
-20
425
$3.08M ﹤0.01%
13,821
+261