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
651
$396K ﹤0.01%
6,863
652
$387K ﹤0.01%
5,088
+606
653
$387K ﹤0.01%
10,216
-1,092
654
$383K ﹤0.01%
1,182
+18
655
$381K ﹤0.01%
+27,483
656
$381K ﹤0.01%
2,277
-1,157
657
$373K ﹤0.01%
+11,000
658
$371K ﹤0.01%
6,720
+2,777
659
$371K ﹤0.01%
3,421
-2,194
660
$370K ﹤0.01%
+4,199
661
$367K ﹤0.01%
3,559
-4,670
662
$363K ﹤0.01%
9,850
+150
663
$358K ﹤0.01%
15,095
664
$358K ﹤0.01%
2,935
+1,018
665
$357K ﹤0.01%
5,946
+445
666
$355K ﹤0.01%
15,646
+321
667
$354K ﹤0.01%
9,136
-3,828
668
$354K ﹤0.01%
8,878
669
$350K ﹤0.01%
7,504
+1,465
670
$348K ﹤0.01%
2,295
+151
671
$345K ﹤0.01%
3,192
-74
672
$343K ﹤0.01%
2,984
+451
673
$340K ﹤0.01%
2,256
-23
674
$340K ﹤0.01%
41,942
+1,487
675
$338K ﹤0.01%
1,223
-904