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
76
$414M 0.29%
7,146,939
+191,874
77
$398M 0.28%
14,650,270
+517,921
78
$394M 0.28%
20,463,163
-27,762
79
$385M 0.27%
3,029,932
+990,065
80
$385M 0.27%
2,237,218
+120,968
81
$385M 0.27%
112,143,036
+5,915,207
82
$380M 0.27%
9,577,546
-563,875
83
$374M 0.26%
3,615,240
-126,980
84
$336M 0.24%
17,967,850
-1,043,619
85
$335M 0.24%
5,236,314
-309,941
86
$332M 0.23%
225,568
-22,703
87
$330M 0.23%
668,790
-35,998
88
$329M 0.23%
1,448,537
+54,332
89
$319M 0.22%
37,589,069
-1,783,502
90
$311M 0.22%
854,357
+10,516
91
$288M 0.2%
2,156,388
+98,500
92
$283M 0.2%
5,336,456
+222,085
93
$279M 0.2%
11,470,345
+538,148
94
$271M 0.19%
4,223,892
-235,411
95
$263M 0.19%
13,068,633
-4,099,358
96
$250M 0.18%
2,119,587
+148,876
97
$235M 0.17%
3,325,736
+209,467
98
$230M 0.16%
1,109,836
-36,077
99
$225M 0.16%
6,923,921
+250,768
100
$224M 0.16%
414,064
-6,418