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
26
$1.11B 0.78%
21,487,436
+507,272
27
$1.08B 0.76%
32,109,390
+451,690
28
$1.06B 0.74%
8,592,341
+262,949
29
$1.04B 0.73%
22,287,256
+834,078
30
$1.03B 0.72%
5,508,308
+470,518
31
$1.03B 0.72%
13,606,074
+559,423
32
$1.02B 0.72%
6,691,807
+144,111
33
$1.01B 0.71%
14,341,957
+407,791
34
$1B 0.71%
2,698,645
+116,106
35
$994M 0.7%
+8,801,434
36
$988M 0.7%
6,132,425
+273,365
37
$983M 0.69%
4,457,800
+164,749
38
$972M 0.68%
12,516,676
+350,904
39
$970M 0.68%
7,296,846
+283,792
40
$942M 0.66%
3,824,244
+154,017
41
$933M 0.66%
7,783,520
+297,491
42
$914M 0.64%
18,388,688
+537,914
43
$897M 0.63%
18,132,625
-82,259
44
$845M 0.6%
2,583,280
+107,605
45
$828M 0.58%
7,579,486
+387,664
46
$828M 0.58%
1,814,071
+82,766
47
$826M 0.58%
9,657,603
+319,803
48
$760M 0.54%
10,331,437
+296,702
49
$748M 0.53%
9,526,397
+342,693
50
$738M 0.52%
9,506,779
+236,496