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
751
$219K ﹤0.01%
2,236
-3,892
752
$217K ﹤0.01%
1,381
-250
753
$216K ﹤0.01%
1,864
-3,384
754
$216K ﹤0.01%
1,348
-748
755
$212K ﹤0.01%
13,218
-51,996
756
$210K ﹤0.01%
+2,294
757
$209K ﹤0.01%
2,803
-9,182
758
$208K ﹤0.01%
1,592
-335
759
$206K ﹤0.01%
+1,280
760
$206K ﹤0.01%
3,885
-966
761
$205K ﹤0.01%
+3,452
762
$204K ﹤0.01%
2,950
-159
763
$203K ﹤0.01%
2,535
-35
764
$202K ﹤0.01%
2,580
-1,568
765
$202K ﹤0.01%
1,594
-437
766
$201K ﹤0.01%
+965
767
$201K ﹤0.01%
+3,009
768
$189K ﹤0.01%
57,850
769
$186K ﹤0.01%
+10,069
770
$180K ﹤0.01%
37,492
+1,342
771
$157K ﹤0.01%
+16,890
772
$155K ﹤0.01%
40,183
773
$126K ﹤0.01%
1,759
+130
774
$123K ﹤0.01%
17,234
775
$108K ﹤0.01%
10,265