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
701
$294K ﹤0.01%
+3,538
702
$293K ﹤0.01%
1,553
-4,009
703
$292K ﹤0.01%
17,235
-1,615
704
$291K ﹤0.01%
3,212
705
$287K ﹤0.01%
+3,604
706
$286K ﹤0.01%
9,818
-5,896
707
$283K ﹤0.01%
3,070
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3,833
+800
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3,305
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710
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577
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6,673
-2,332
712
$278K ﹤0.01%
1,745
-454
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$277K ﹤0.01%
3,372
-5,263
714
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1,956
-357
715
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716
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+4,247
717
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5,225
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7,421
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719
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+15,663
720
$269K ﹤0.01%
4,704
-1,750
721
$268K ﹤0.01%
2,919
-3,613
722
$264K ﹤0.01%
+6,250
723
$263K ﹤0.01%
+11,959
724
$262K ﹤0.01%
+793
725
$256K ﹤0.01%
1,572