Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.36B 3.08%
11,919,458
-98,490
2
$1.03B 2.33%
8,384,943
-22,835
3
$1.02B 2.32%
8,958,172
+454,470
4
$1.01B 2.28%
21,995,101
-301,599
5
$986M 2.23%
10,867,694
-30,944
6
$951M 2.16%
47,717,360
-359,220
7
$932M 2.11%
32,086,734
-286,001
8
$924M 2.09%
10,089,492
-54,283
9
$899M 2.04%
12,555,042
+189,427
10
$833M 1.89%
6,198,595
-64,720
11
$818M 1.85%
18,009,376
-193,010
12
$773M 1.75%
13,879,940
+77,800
13
$763M 1.73%
13,046,566
-102,126
14
$750M 1.7%
26,853,357
-245,115
15
$716M 1.62%
35,752,052
-7,371,672
16
$687M 1.56%
12,809,665
-18,344
17
$686M 1.55%
14,441,025
-22,393
18
$668M 1.51%
9,001,655
-3,325
19
$666M 1.51%
8,085,004
-55,782
20
$640M 1.45%
17,099,536
-65,536
21
$631M 1.43%
8,263,352
-84,976
22
$624M 1.41%
40,085,524
+510,804
23
$616M 1.4%
23,699,344
-29,388
24
$615M 1.39%
5,190,077
+53,149
25
$613M 1.39%
7,527,112
+25,983