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
151
$93.2M 0.07%
859,906
-7,792,016
152
$92.6M 0.07%
1,352,906
-136,593
153
$92.1M 0.06%
1,247,315
-86,080
154
$92M 0.06%
679,337
-27,239
155
$91.9M 0.06%
3,434,100
-175,572
156
$90.1M 0.06%
732,481
-31,403
157
$90M 0.06%
2,485,366
-58,521
158
$89.9M 0.06%
157,379
-7,320
159
$89.2M 0.06%
5,940,372
-210,793
160
$89M 0.06%
1,917,722
+144,461
161
$87.4M 0.06%
335,013
-31
162
$87M 0.06%
308,828
-8,159
163
$86.3M 0.06%
341,167
-26,308
164
$86.2M 0.06%
232,991
-5,032
165
$83.9M 0.06%
3,907,973
+274,357
166
$82.8M 0.06%
1,448,224
-17,782
167
$82.7M 0.06%
312,582
-24,324
168
$82.2M 0.06%
1,527,099
-94,849
169
$82.1M 0.06%
434,301
-10,431
170
$82M 0.06%
198,335
-13,939
171
$81M 0.06%
193,250
-8,317
172
$80.9M 0.06%
1,172,253
-70,237
173
$79.5M 0.06%
582,275
-6,088
174
$79.3M 0.06%
868,593
-26,570
175
$78.4M 0.06%
7,343,524
-8,827
5 6
7
8 9