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
176
$24.5M 0.06%
924,477
-18,558
177
$23.8M 0.05%
1,108,460
-25,300
178
$23.2M 0.05%
775,999
179
$22.9M 0.05%
1,484,264
-31,567
180
$22.2M 0.05%
1,647,440
-3,100
181
$21.5M 0.05%
+470,851
182
$20.8M 0.05%
1,182,930
-6,650
183
$20.7M 0.05%
356,760
-5,250
184
$20.5M 0.05%
348,515
+54,002
185
$20.3M 0.05%
481,022
-25,600
186
$20M 0.05%
3,221,369
+375,747
187
$19.9M 0.05%
1,147,420
-58,325
188
$19.4M 0.04%
168,958
-25,279
189
$19.3M 0.04%
413,235
-13,350
190
$18.7M 0.04%
974,485
+156,308
191
$18.4M 0.04%
+447,610
192
$18M 0.04%
+904,790
193
$18M 0.04%
+918,795
194
$17.9M 0.04%
214,650
-50,800
195
$17.3M 0.04%
217,782
-25
196
$17.2M 0.04%
724,703
-15,175
197
$17M 0.04%
202,152
-3,944
198
$16.9M 0.04%
322,720
+350
199
$16.6M 0.04%
184,004
-2,977
200
$16.6M 0.04%
267,380
-42,185