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
601
$566K ﹤0.01%
31,639
+64
602
$563K ﹤0.01%
34,722
+1,644
603
$562K ﹤0.01%
1,616
+1
604
$554K ﹤0.01%
13,037
+2,251
605
$552K ﹤0.01%
5,025
+43
606
$551K ﹤0.01%
16,467
-943
607
$551K ﹤0.01%
22,070
608
$551K ﹤0.01%
7,127
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609
$549K ﹤0.01%
5,682
-383
610
$548K ﹤0.01%
1,430
-592
611
$545K ﹤0.01%
9,240
+2,155
612
$541K ﹤0.01%
2,444
-990
613
$532K ﹤0.01%
+21,148
614
$520K ﹤0.01%
4,029
+129
615
$513K ﹤0.01%
4,967
+1,812
616
$509K ﹤0.01%
2,305
-1,380
617
$507K ﹤0.01%
+6,014
618
$504K ﹤0.01%
2,535
+44
619
$502K ﹤0.01%
13,092
+2,595
620
$500K ﹤0.01%
11,583
-126
621
$497K ﹤0.01%
+11,126
622
$495K ﹤0.01%
8,079
-841
623
$493K ﹤0.01%
31,724
-14,467
624
$484K ﹤0.01%
+5,169
625
$482K ﹤0.01%
6,312
+1,255