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
76
$87.1M 0.2%
2,130,738
-58,301
77
$85.6M 0.19%
1,960,158
+473,749
78
$85.3M 0.19%
2,770,475
+309,684
79
$84.5M 0.19%
3,325,590
+657,905
80
$83.7M 0.19%
1,244,593
-17,350
81
$83.1M 0.19%
929,743
-140,515
82
$81.6M 0.19%
871,273
-250,471
83
$81.4M 0.18%
6,576,601
-104,825
84
$80M 0.18%
2,429,597
-46,030
85
$79M 0.18%
1,644,036
-51,825
86
$78.7M 0.18%
12,244,220
-170,840
87
$78.2M 0.18%
1,095,972
-5,350
88
$76.2M 0.17%
496,229
-87,553
89
$75.6M 0.17%
2,635,690
+14,737
90
$75.6M 0.17%
3,402,267
-82,975
91
$75.6M 0.17%
1,381,040
-11,025
92
$75.3M 0.17%
2,451,584
-37,300
93
$74.7M 0.17%
1,806,479
-39,275
94
$73M 0.17%
1,065,758
-32,775
95
$71.7M 0.16%
3,435,328
-69,975
96
$71.4M 0.16%
1,796,441
-1,346
97
$71.3M 0.16%
793,728
-16,150
98
$70.1M 0.16%
1,546,668
-12,850
99
$70.1M 0.16%
933,255
-44,103
100
$69.7M 0.16%
872,520
-3,220