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
26
$593M 1.34%
8,888,727
-6,538
27
$579M 1.31%
11,113,063
+116,392
28
$575M 1.3%
3,205,727
-85,645
29
$557M 1.26%
4,565,198
+18,450
30
$543M 1.23%
6,236,345
+10,989
31
$505M 1.14%
5,200,329
-107,851
32
$500M 1.13%
27,084,670
+56,260
33
$482M 1.09%
3,479,392
+3,393,808
34
$476M 1.08%
18,342,489
-228,106
35
$465M 1.05%
6,452,291
+62,239
36
$452M 1.02%
4,465,579
-9,863
37
$438M 0.99%
3,505,193
-25,515
38
$435M 0.99%
6,476,129
+84,194
39
$414M 0.94%
10,814,808
-8,424,294
40
$405M 0.92%
4,883,102
-3,230,571
41
$403M 0.91%
9,746,121
-22,088
42
$393M 0.89%
+73,965,265
43
$372M 0.84%
19,334,653
-6,826,796
44
$363M 0.82%
4,031,285
-9,605
45
$348M 0.79%
11,347,458
+595,736
46
$339M 0.77%
3,178,301
+4,055
47
$329M 0.75%
14,677,240
-12,309,460
48
$294M 0.67%
16,843,042
-536,127
49
$220M 0.5%
2,106,187
+119,000
50
$216M 0.49%
3,743,373
-35,641