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
$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
1
$7.67B 5.4%
62,813,919
+1,538,571
2
$5.66B 3.98%
23,989,868
+595,997
3
$5.62B 3.96%
36,319,460
+987,500
4
$4.84B 3.41%
22,860,315
+639,826
5
$4.19B 2.95%
44,987,306
+5,699,417
6
$3.54B 2.5%
34,368,420
+959,880
7
$3.15B 2.22%
13,901,532
-44,297
8
$3.15B 2.22%
26,640,171
-999,956
9
$2.85B 2.01%
5,997,600
+179,417
10
$2.74B 1.93%
12,952,985
+460,821
11
$2.69B 1.89%
11,064,772
+384,327
12
$2.45B 1.72%
3,960,706
+105,508
13
$2.15B 1.51%
15,184,174
+201,874
14
$2.15B 1.51%
7,033,184
+187,160
15
$2.03B 1.43%
15,596,962
+854,403
16
$2B 1.41%
3,833,197
+135,444
17
$1.93B 1.36%
30,195,139
+994,605
18
$1.91B 1.34%
10,344,169
+455,393
19
$1.66B 1.17%
36,644,430
+1,154,346
20
$1.49B 1.05%
6,414,634
+226,607
21
$1.47B 1.03%
4,120,166
+134,311
22
$1.46B 1.03%
44,298,584
+1,440,759
23
$1.4B 0.99%
4,751,259
+132,078
24
$1.28B 0.9%
3,631,479
+100,779
25
$1.13B 0.8%
13,723,542
-216,922