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
126
$122M 0.09%
1,904,737
-74,333
127
$121M 0.09%
2,608,343
-144,162
128
$120M 0.08%
2,830,906
-406,615
129
$119M 0.08%
2,580,076
-155,816
130
$117M 0.08%
31,569,178
-1,357,890
131
$117M 0.08%
3,029,940
+114,430
132
$117M 0.08%
586,389
-27,258
133
$117M 0.08%
552,905
-14,235
134
$115M 0.08%
29,665,064
-517,866
135
$112M 0.08%
2,438,664
-127,654
136
$110M 0.08%
667,902
+16,496
137
$110M 0.08%
1,063,586
-58,101
138
$105M 0.07%
549,676
-30,904
139
$104M 0.07%
392,931
-27,786
140
$102M 0.07%
135,549
-5,974
141
$102M 0.07%
1,124,884
+13,699
142
$102M 0.07%
1,246,898
-99,117
143
$101M 0.07%
480,378
-20,599
144
$101M 0.07%
1,021,157
+52,132
145
$99.6M 0.07%
1,016,591
-62,805
146
$98.7M 0.07%
4,100,508
-218,031
147
$96.8M 0.07%
769,182
-34,626
148
$95.4M 0.07%
514,258
-12,901
149
$94.4M 0.07%
273,346
-6,128
150
$93.7M 0.07%
7,271,263
+515,984