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
$230B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1 +$1.5B
2 +$1.49B
3 +$814M
4
MSFT icon
Microsoft
MSFT
+$599M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$559M

Top Sells

1 +$1.27B
2 +$927M
3 +$722M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$631M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$315M

Sector Composition

1 Technology 30.6%
2 Financials 11.61%
3 Healthcare 9.91%
4 Consumer Discretionary 9.26%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$50.1M 0.02%
3,273,780
+150,867
227
$49.4M 0.02%
788,884
+27,206
228
$49.1M 0.02%
239,521
-806,240
229
$48.9M 0.02%
8,466,489
-11,849
230
$48M 0.02%
662,857
+35,232
231
$47.9M 0.02%
116,387
-3,574
232
$47.8M 0.02%
1,904,999
-45
233
$47.7M 0.02%
2,711,011
-179,067
234
$45.8M 0.02%
2,964,155
-63,376
235
$44.8M 0.02%
238,112
+66,301
236
$44.8M 0.02%
1,809,483
-5,415
237
$44.7M 0.02%
2,237,627
+314,440
238
$44.1M 0.02%
837,655
-16,256
239
$43.6M 0.02%
786,737
-12,399
240
$41.9M 0.02%
425,276
-1,854
241
$41.8M 0.02%
173,007
+6,909
242
$41.2M 0.02%
1,718,540
+19,661
243
$40.5M 0.02%
391,112
+65,729
244
$39.5M 0.02%
1,396,014
-34,235
245
$39.3M 0.02%
1,172,620
-20,109
246
$39.2M 0.02%
899,319
+214,614
247
$39.2M 0.02%
657,430
+89,582
248
$39.1M 0.02%
1,204,711
+11,354
249
$38.9M 0.02%
1,052,303
-7,037
250
$38.8M 0.02%
127,269
+19,496