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
201
$16.4M 0.04%
444,422
-3,900
202
$16.1M 0.04%
+384,155
203
$16M 0.04%
437,545
+106,735
204
$15.4M 0.03%
222,943
-4,275
205
$15.2M 0.03%
482,145
-72,050
206
$15.1M 0.03%
363,462
+208,019
207
$15.1M 0.03%
281,657
-4,773
208
$15.1M 0.03%
203,045
+51,175
209
$15M 0.03%
213,322
-4,821
210
$15M 0.03%
189,265
-1,450
211
$14.9M 0.03%
357,390
+37,900
212
$14.4M 0.03%
121,810
-136
213
$14.1M 0.03%
1,089,470
+37,720
214
$14.1M 0.03%
168,600
-23,760
215
$13.9M 0.03%
703,064
-88,506
216
$13.5M 0.03%
181,254
-22,753
217
$13.3M 0.03%
288,834
-976
218
$13.3M 0.03%
189,305
-77,398
219
$12.2M 0.03%
248,370
+118
220
$12M 0.03%
296,400
-2,825
221
$11.9M 0.03%
367,150
-12,500
222
$11.8M 0.03%
+602,345
223
$11.8M 0.03%
233,492
-6,572
224
$11.6M 0.03%
222,759
-6,923
225
$11.6M 0.03%
82,611
-4,250