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
101
$69.5M 0.16%
826,160
-94,015
102
$68.4M 0.16%
2,297,410
-49,075
103
$67.3M 0.15%
5,038,947
-86,050
104
$63.7M 0.14%
1,181,056
-144,653
105
$63.6M 0.14%
922,197
-17,425
106
$63M 0.14%
1,981,304
-33,300
107
$61.9M 0.14%
2,345,625
+31,875
108
$61.6M 0.14%
1,375,082
-119,379
109
$61.6M 0.14%
1,335,840
+294,710
110
$61M 0.14%
7,430,615
+770,715
111
$61M 0.14%
1,242,573
-32,825
112
$60.1M 0.14%
8,499,872
+1,483,992
113
$59.7M 0.14%
7,162,642
+728,125
114
$59.7M 0.14%
1,374,311
-32,175
115
$59.6M 0.14%
755,819
-39,462
116
$59.3M 0.13%
1,144,725
-15,280
117
$57.7M 0.13%
8,637,575
-48,324
118
$57M 0.13%
4,438,701
-97,160
119
$56.7M 0.13%
700,617
+13,242
120
$55.6M 0.13%
131,293
-1,722
121
$55.1M 0.12%
1,042,521
-23,411
122
$55.1M 0.12%
1,152,763
+225
123
$54.5M 0.12%
1,521,300
+33,475
124
$54.4M 0.12%
4,102,517
-95,500
125
$52M 0.12%
2,167,140
-16,300