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
$133B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$393M
2
+$342M
3
+$238M
4
MSFT icon
Microsoft
MSFT
+$228M
5
TTE icon
TotalEnergies
TTE
+$222M

Top Sells

1
+$418M
2
+$139M
3
+$39.8M
4
EQNR icon
Equinor
EQNR
+$28.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 12.45%
3 Financials 11.9%
4 Healthcare 10.14%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.3M 0.03%
302,622
-1,841
227
$36.8M 0.03%
872,770
-9,416
228
$35.6M 0.03%
318,268
+5,792
229
$35.6M 0.03%
651,702
+55,572
230
$35.5M 0.03%
1,730,173
-25,350
231
$35M 0.03%
2,384,430
-5,522
232
$34.9M 0.03%
139,281
+389
233
$34.1M 0.03%
152,480
-6,518
234
$33.7M 0.03%
125,316
+48,290
235
$33.6M 0.03%
503,703
+49,617
236
$33.3M 0.02%
903,336
+68,357
237
$33.2M 0.02%
2,343,544
-50,822
238
$33M 0.02%
155,158
-1,238
239
$30.2M 0.02%
922,805
-64,843
240
$29.4M 0.02%
1,275,768
-9,679
241
$29.4M 0.02%
234,589
-498
242
$29.4M 0.02%
129,313
+51,823
243
$29.2M 0.02%
399,609
-5,008
244
$28.9M 0.02%
798,311
-2,322
245
$28.8M 0.02%
1,133,515
-14,554
246
$28.6M 0.02%
819,412
-4,864
247
$28.3M 0.02%
2,173,405
-46,571
248
$28M 0.02%
233,246
+6,840
249
$27.9M 0.02%
+462,543
250
$27.4M 0.02%
2,481,291
-52,456
8 9
10
11 12