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
501
$1.47M ﹤0.01%
10,982
+1
502
$1.43M ﹤0.01%
27,800
+3,370
503
$1.42M ﹤0.01%
30,670
-10,080
504
$1.42M ﹤0.01%
2,679
+12
505
$1.4M ﹤0.01%
164,202
506
$1.35M ﹤0.01%
33,151
+7,111
507
$1.35M ﹤0.01%
4,270
-56
508
$1.34M ﹤0.01%
18,755
-1,974
509
$1.33M ﹤0.01%
7,586
-303
510
$1.33M ﹤0.01%
4,296
-188
511
$1.32M ﹤0.01%
7,278
-69
512
$1.31M ﹤0.01%
8,428
-707
513
$1.3M ﹤0.01%
6,285
-3,279
514
$1.29M ﹤0.01%
14,565
-1,872
515
$1.29M ﹤0.01%
3,237
-649
516
$1.28M ﹤0.01%
12,203
-546
517
$1.28M ﹤0.01%
17,446
+2,820
518
$1.22M ﹤0.01%
12,849
-7,542
519
$1.21M ﹤0.01%
4,998
-5,094
520
$1.21M ﹤0.01%
72,651
-11,392
521
$1.21M ﹤0.01%
33,889
-6,632
522
$1.2M ﹤0.01%
+65,503
523
$1.2M ﹤0.01%
100,376
-9,297
524
$1.19M ﹤0.01%
3,209
-943
525
$1.16M ﹤0.01%
26,294
-736
19 20
21
22 23