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
576
$711K ﹤0.01%
3,260
-491
577
$691K ﹤0.01%
11,658
+2,697
578
$689K ﹤0.01%
4,003
+95
579
$688K ﹤0.01%
17,856
580
$684K ﹤0.01%
58,652
-8,705
581
$662K ﹤0.01%
11,310
-1,466
582
$660K ﹤0.01%
7,552
-657
583
$656K ﹤0.01%
+35,858
584
$650K ﹤0.01%
14,754
585
$649K ﹤0.01%
12,422
+5,300
586
$642K ﹤0.01%
9,393
-1,836
587
$641K ﹤0.01%
8,100
+149
588
$629K ﹤0.01%
5,327
-1,175
589
$621K ﹤0.01%
6,435
-928
590
$618K ﹤0.01%
8,151
-1,262
591
$611K ﹤0.01%
9,609
-69
592
$599K ﹤0.01%
9,263
-101
593
$598K ﹤0.01%
8,224
+598
594
$595K ﹤0.01%
9,773
-155
595
$594K ﹤0.01%
7,567
+6
596
$588K ﹤0.01%
5,645
-322
597
$581K ﹤0.01%
10,632
-37,506
598
$581K ﹤0.01%
14,865
-20,018
599
$571K ﹤0.01%
17,324
-968
600
$570K ﹤0.01%
8,761
+4,342
22 23
24
25 26