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
151
$38.8M 0.09%
1,611,048
-4,455
152
$38.6M 0.09%
1,088,554
-19,205
153
$38.3M 0.09%
883,806
-24,675
154
$38.1M 0.09%
627,922
-25,865
155
$37.8M 0.09%
2,088,220
-57,050
156
$37.7M 0.09%
661,817
-1,343
157
$37.5M 0.08%
1,515,815
-24,350
158
$36.1M 0.08%
410,924
+226,443
159
$35.9M 0.08%
2,921,020
-97,700
160
$35.2M 0.08%
1,160,424
-25,500
161
$34.8M 0.08%
460,985
+19,440
162
$34.1M 0.08%
657,042
-20,845
163
$34.1M 0.08%
324,065
-5,037
164
$33.9M 0.08%
7,065,701
+374,975
165
$33.5M 0.08%
871,129
+92,400
166
$30.3M 0.07%
207,850
-15,500
167
$29.6M 0.07%
1,190,576
-22,625
168
$29.1M 0.07%
213,566
-4,568
169
$28.3M 0.06%
2,334,451
-59,025
170
$27.9M 0.06%
1,431,712
-54,556
171
$27.6M 0.06%
363,206
-4,600
172
$26.2M 0.06%
1,133,459
-25,554
173
$26M 0.06%
645,925
+379,800
174
$25.6M 0.06%
906,445
-83,385
175
$25.4M 0.06%
616,535
-40,275