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 Buys

1
+$470M
2
+$393M
3
+$213M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$153M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$51.9M

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
126
$51.7M 0.12%
915,983
-23,675
127
$51.6M 0.12%
274,840
+25,544
128
$51.5M 0.12%
2,994,706
-47,925
129
$51.4M 0.12%
1,610,342
+54,675
130
$50M 0.11%
+6,799,210
131
$48.5M 0.11%
272,484
+36,738
132
$48.1M 0.11%
376,533
+41,518
133
$47.9M 0.11%
770,725
-20,185
134
$47.2M 0.11%
513,512
-10,725
135
$47M 0.11%
1,931,025
-17,300
136
$46.9M 0.11%
740,488
-13,150
137
$46.3M 0.1%
2,938,768
-59,200
138
$46.2M 0.1%
1,435,057
+283,448
139
$45.5M 0.1%
617,717
-10,425
140
$45M 0.1%
1,487,868
+203,618
141
$44.5M 0.1%
4,399,756
-3,539
142
$43.2M 0.1%
243,713
-3,530
143
$42.3M 0.1%
342,216
-10,705
144
$41.5M 0.09%
1,723,048
-39,075
145
$41.2M 0.09%
+360,341
146
$40.4M 0.09%
367,192
-22,925
147
$39.8M 0.09%
1,208,319
-6,050
148
$39.4M 0.09%
560,420
-11,773
149
$39.3M 0.09%
1,783,249
-54,944
150
$38.9M 0.09%
668,460
-31,275
4 5
6
7 8