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
626
$478K ﹤0.01%
1,619
-306
627
$473K ﹤0.01%
5,455
-1,150
628
$467K ﹤0.01%
+1,970
629
$464K ﹤0.01%
5,624
-896
630
$457K ﹤0.01%
7,740
+1,964
631
$452K ﹤0.01%
6,796
-1,076
632
$451K ﹤0.01%
18,917
-1,433
633
$449K ﹤0.01%
3,248
-179
634
$449K ﹤0.01%
4,238
+976
635
$445K ﹤0.01%
1,346
-154
636
$444K ﹤0.01%
3,986
+518
637
$440K ﹤0.01%
6,828
-1,829
638
$434K ﹤0.01%
13,901
-64
639
$430K ﹤0.01%
1,528
-1,687
640
$428K ﹤0.01%
+3,916
641
$424K ﹤0.01%
9,740
+2,984
642
$424K ﹤0.01%
3,226
-2,699
643
$419K ﹤0.01%
7,835
-2,912
644
$417K ﹤0.01%
6,012
-1,053
645
$415K ﹤0.01%
6,490
+901
646
$413K ﹤0.01%
4,050
+2,075
647
$413K ﹤0.01%
2,805
-290
648
$411K ﹤0.01%
5,035
-4,172
649
$407K ﹤0.01%
1,401
+323
650
$402K ﹤0.01%
4,002
+587