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
101
$217M 0.15%
7,170,830
+419,970
102
$212M 0.15%
1,050,858
-162
103
$211M 0.15%
4,092,725
-47,442
104
$211M 0.15%
40,354,201
+2,124,561
105
$203M 0.14%
26,421,952
-445,677
106
$202M 0.14%
1,955,975
-92,292
107
$189M 0.13%
772,669
-55,649
108
$182M 0.13%
3,539,754
+295,818
109
$166M 0.12%
332,083
+19,581
110
$166M 0.12%
617,413
+44,930
111
$165M 0.12%
593,993
+13,760
112
$164M 0.12%
5,526,210
+401,690
113
$161M 0.11%
1,190,410
-70,716
114
$158M 0.11%
2,502,335
+219,953
115
$153M 0.11%
1,077,252
+42,240
116
$148M 0.1%
3,023,501
+25,530
117
$147M 0.1%
3,757,003
-156,592
118
$140M 0.1%
379,573
-16,100
119
$139M 0.1%
114,982
-6,120
120
$134M 0.09%
930,889
-40,792
121
$134M 0.09%
663,961
-10,470
122
$131M 0.09%
1,709,260
+302,328
123
$131M 0.09%
716,617
-45,183
124
$128M 0.09%
1,739,093
-31,986
125
$126M 0.09%
560,175
+6,881
3 4
5
6 7