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
251
$26.6M 0.02%
187,541
+12,340
252
$26.6M 0.02%
458,497
+235
253
$26.5M 0.02%
1,146,014
-22,655
254
$25.9M 0.02%
166,694
-2,667
255
$25.7M 0.02%
558,967
-8,031
256
$25.6M 0.02%
705,687
-1,011
257
$24.9M 0.02%
1,550,419
-22,572
258
$24.8M 0.02%
286,541
+12,464
259
$24.7M 0.02%
119,947
-10,523
260
$24.5M 0.02%
449,244
-6,470
261
$24.4M 0.02%
170,491
-15,597
262
$24.1M 0.02%
879,737
+3,686
263
$24.1M 0.02%
98,584
+4,648
264
$23.7M 0.02%
308,470
+273,353
265
$23.5M 0.02%
885,254
-1,140
266
$21.7M 0.02%
7,681,310
-1,989,364
267
$20.8M 0.02%
216,407
-3,498
268
$20.6M 0.02%
296,773
-639
269
$20.3M 0.02%
195,797
-3,810
270
$20.1M 0.02%
977,768
-18,902
271
$20M 0.02%
159,734
-5,150
272
$19.9M 0.01%
537,655
-5,054
273
$19.7M 0.01%
164,394
+1,096
274
$19.5M 0.01%
2,907,363
-16,641
275
$19M 0.01%
2,384,313
-92,868