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
176
$78.1M 0.06%
1,398,745
+936,202
177
$78.1M 0.06%
1,496,557
-72,855
178
$77.8M 0.05%
463,010
+36,416
179
$77.6M 0.05%
1,483,116
-88,545
180
$77.4M 0.05%
542,328
-33,666
181
$77.3M 0.05%
946,841
-73,958
182
$77M 0.05%
545,022
-23,292
183
$76.5M 0.05%
166,266
-9,282
184
$76M 0.05%
688,159
-37,127
185
$75.2M 0.05%
563,077
-43,078
186
$73.3M 0.05%
2,971,988
+141,466
187
$70.7M 0.05%
1,075,258
-65,405
188
$70.3M 0.05%
3,216,005
+216,546
189
$69M 0.05%
238,128
-3,411
190
$68.9M 0.05%
492,274
-17,260
191
$66.1M 0.05%
1,963,970
-88,554
192
$62M 0.04%
222,156
-1,191
193
$61.1M 0.04%
125,795
-2,136
194
$61M 0.04%
1,322,195
+120,330
195
$60.5M 0.04%
1,390,467
-83,163
196
$59.2M 0.04%
642,599
-50,516
197
$58.1M 0.04%
228,127
-4,155
198
$58M 0.04%
885,101
-59,060
199
$57.7M 0.04%
1,490,314
-24,820
200
$57.3M 0.04%
491,117
+34,944