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
201
$56.8M 0.04%
1,249,451
-1,316,347
202
$55.9M 0.04%
2,655,038
+63,373
203
$55.4M 0.04%
2,648,777
-185,704
204
$55.1M 0.04%
1,603,060
-127,113
205
$52.7M 0.04%
769,592
-2,385
206
$52.4M 0.04%
1,860,412
-80,983
207
$52M 0.04%
917,769
-70,549
208
$49.8M 0.04%
283,972
-10,458
209
$49.7M 0.04%
11,732,746
+518,441
210
$49.5M 0.03%
109,058
-7,468
211
$48.2M 0.03%
293,752
-2,408
212
$47.6M 0.03%
518,195
-37,684
213
$46.3M 0.03%
610,283
-46,405
214
$45.5M 0.03%
121,558
-3,758
215
$45.3M 0.03%
2,565,170
+83,879
216
$45.3M 0.03%
2,578,785
-101,284
217
$45.1M 0.03%
339,893
+2,103
218
$44.8M 0.03%
481,732
-3,624
219
$44.6M 0.03%
808,553
-64,217
220
$44.5M 0.03%
644,182
-32,572
221
$43M 0.03%
1,294,474
-71,030
222
$42M 0.03%
1,348,702
-73,686
223
$41.5M 0.03%
2,290,376
-94,054
224
$40.8M 0.03%
545,391
+41,688
225
$40.8M 0.03%
2,024,364
-149,041