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
$44.1B
AUM Growth
+$3.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

1 +$322M
2 +$276M
3 +$268M
4
AAPL icon
Apple
AAPL
+$148M
5
OUBS
USB AG (NEW)
OUBS
+$131M

Sector Composition

1 Financials 20.56%
2 Technology 12.76%
3 Healthcare 12.06%
4 Consumer Discretionary 7.83%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215M 0.49%
3,198,675
+3,172,576
52
$169M 0.38%
1,818,033
+111,587
53
$159M 0.36%
3,529,818
+83,116
54
$153M 0.35%
+902,575
55
$152M 0.34%
1,450,785
-35,059
56
$151M 0.34%
17,539,836
+1,022,300
57
$144M 0.33%
2,212,034
-20,875
58
$127M 0.29%
1,908,849
-52,575
59
$124M 0.28%
1,786,980
-70,570
60
$116M 0.26%
2,572,549
-56,725
61
$114M 0.26%
5,453,400
-162,793
62
$113M 0.26%
2,606,642
-73,325
63
$111M 0.25%
3,466,546
-866,595
64
$109M 0.25%
3,112,702
-76,057
65
$106M 0.24%
4,447,699
-83,250
66
$106M 0.24%
1,991,048
-79,500
67
$97.9M 0.22%
404,869
-14,775
68
$95.6M 0.22%
6,656,110
-138,325
69
$95.6M 0.22%
1,536,343
-48,900
70
$94.3M 0.21%
761,244
-8,198
71
$90.5M 0.21%
2,994,210
-92,925
72
$90M 0.2%
2,887,429
+462,605
73
$89.4M 0.2%
2,570,666
-25,200
74
$88M 0.2%
696,480
+285,448
75
$87.9M 0.2%
1,734,634
-64,200