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
551
$913K ﹤0.01%
16,693
+1,195
552
$911K ﹤0.01%
81,518
+1,329
553
$900K ﹤0.01%
22,541
+2,227
554
$898K ﹤0.01%
10,374
-742
555
$875K ﹤0.01%
14,083
+1,268
556
$856K ﹤0.01%
7,118
+58
557
$833K ﹤0.01%
31,213
558
$822K ﹤0.01%
60,692
-535
559
$806K ﹤0.01%
36,502
-545
560
$803K ﹤0.01%
+10,133
561
$801K ﹤0.01%
6,386
-3,071
562
$796K ﹤0.01%
2,843
+1,733
563
$795K ﹤0.01%
2,926
-101
564
$794K ﹤0.01%
4,285
+1,876
565
$784K ﹤0.01%
3,959
-603
566
$766K ﹤0.01%
14,365
-92
567
$762K ﹤0.01%
8,996
-1,492
568
$762K ﹤0.01%
8,596
569
$749K ﹤0.01%
9,865
+3,069
570
$744K ﹤0.01%
13,982
571
$728K ﹤0.01%
16,034
-920
572
$728K ﹤0.01%
12,256
+1,001
573
$723K ﹤0.01%
2,017
-1,330
574
$715K ﹤0.01%
11,129
-172
575
$713K ﹤0.01%
28,339
-571,800
21 22
23
24 25