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
426
$179K ﹤0.01%
5,119
-450
427
$155K ﹤0.01%
18,400
428
$123K ﹤0.01%
+13,742
429
$117K ﹤0.01%
+4,153
430
$114K ﹤0.01%
+933
431
$113K ﹤0.01%
12,000
432
$98K ﹤0.01%
2,163
433
$96K ﹤0.01%
11,877
-808
434
$68K ﹤0.01%
11,000
+1,000
435
$64K ﹤0.01%
+1,100
436
$58K ﹤0.01%
575
-151
437
$40K ﹤0.01%
10,955
438
$20K ﹤0.01%
10,600
439
$13K ﹤0.01%
50
440
-2,638
441
-25,664
442
-740,070
443
-3,427
444
-7,242
445
-250,430
446
-2,654
447
-52,882
448
-21,302
449
-2,901
450
-5,720