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
676
$334K ﹤0.01%
17,746
-12,130
677
$334K ﹤0.01%
946
-66
678
$330K ﹤0.01%
+2,877
679
$326K ﹤0.01%
5,420
-202
680
$326K ﹤0.01%
+1,774
681
$325K ﹤0.01%
5,578
-1,252
682
$325K ﹤0.01%
3,211
+97
683
$323K ﹤0.01%
2,793
-616
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$319K ﹤0.01%
7,963
+1,115
685
$314K ﹤0.01%
10,016
-625
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$314K ﹤0.01%
4,538
-488
687
$313K ﹤0.01%
6,343
688
$313K ﹤0.01%
+5,087
689
$311K ﹤0.01%
5,802
+168
690
$311K ﹤0.01%
967
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1,486
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692
$307K ﹤0.01%
4,050
+205
693
$305K ﹤0.01%
5,333
-203
694
$304K ﹤0.01%
6,288
-4,961
695
$303K ﹤0.01%
+2,349
696
$302K ﹤0.01%
4,943
-1,635
697
$300K ﹤0.01%
3,803
-1,106
698
$300K ﹤0.01%
+30,319
699
$299K ﹤0.01%
1,215
+198
700
$294K ﹤0.01%
4,441
-1,064