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
51
$723M 0.51%
3,621,476
+133,738
52
$693M 0.49%
4,443,325
+186,560
53
$662M 0.47%
38,070,253
-2,234,182
54
$659M 0.46%
2,706,178
+132,119
55
$658M 0.46%
16,781,767
+687,121
56
$649M 0.46%
16,650,159
+16,645,664
57
$637M 0.45%
20,338,565
+482,081
58
$635M 0.45%
47,548,880
+5,600
59
$630M 0.44%
7,473,179
-360,081
60
$611M 0.43%
5,827,579
+183,849
61
$608M 0.43%
13,617,588
+396,313
62
$603M 0.43%
10,135,950
+560,360
63
$557M 0.39%
1,744,944
+138,301
64
$554M 0.39%
8,947,372
+202,166
65
$510M 0.36%
41,706,093
+2,370,067
66
$509M 0.36%
8,103,707
+306,982
67
$505M 0.36%
3,775,046
-237,984
68
$498M 0.35%
15,500,874
+861,579
69
$487M 0.34%
5,822,714
+244,081
70
$487M 0.34%
15,979,477
+721,432
71
$483M 0.34%
6,248,862
+333,707
72
$450M 0.32%
1,882,598
+17,545
73
$450M 0.32%
8,059,571
+280,742
74
$427M 0.3%
10,989,064
-488,160
75
$426M 0.3%
3,673,119
+352,355