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
$148B
AUM Growth
+$14.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$828M
2 +$564M
3 +$427M
4
AMD icon
Advanced Micro Devices
AMD
+$420M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$332M

Sector Composition

1 Technology 25.02%
2 Financials 12.11%
3 Healthcare 10.27%
4 Consumer Discretionary 8.74%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$45.8M 0.03%
139,013
-2,343
227
$45.8M 0.03%
460,899
-51,929
228
$45.8M 0.03%
1,261,076
-18,496
229
$45.3M 0.03%
+4,023,537
230
$45.2M 0.03%
273,623
-305,437
231
$44.4M 0.03%
937,680
-45,375
232
$44.4M 0.03%
249,103
+17
233
$44.1M 0.03%
926,187
-191,293
234
$43.7M 0.03%
3,491,615
-61,774
235
$43.5M 0.03%
4,083,689
-134,346
236
$43.4M 0.03%
1,251,931
+280,732
237
$43.2M 0.03%
510,189
+4,821
238
$42.6M 0.03%
83,508
-28,782
239
$42.2M 0.03%
4,155,285
+1,349,175
240
$42.2M 0.03%
669,372
-103,888
241
$41.1M 0.03%
4,447,068
+138,928
242
$41.1M 0.03%
267,242
-162,779
243
$40.5M 0.03%
371,735
+313,463
244
$40.5M 0.03%
+2,404,700
245
$40M 0.03%
505,100
+335,267
246
$39.8M 0.03%
759,600
-34,615
247
$39M 0.03%
1,008,462
+75
248
$38.9M 0.03%
3,673,399
+1,453,713
249
$38.3M 0.03%
178,758
+27,473
250
$37.8M 0.03%
725,493
-14,549