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
251
$37.4M 0.03%
1,516,474
+166,544
252
$37.3M 0.03%
2,312,992
+584,293
253
$37.2M 0.03%
1,297,628
-5,541
254
$36.9M 0.03%
843,090
+117,553
255
$36.9M 0.02%
1,365,469
-17,772
256
$36.7M 0.02%
742,489
+88,134
257
$36.7M 0.02%
132,495
+2,034
258
$36.7M 0.02%
300,877
-5,404
259
$36.3M 0.02%
1,452,680
-592,065
260
$36.2M 0.02%
279,309
+1,047
261
$35.7M 0.02%
2,360,949
+911,344
262
$35.6M 0.02%
733,378
-7,257
263
$35.5M 0.02%
462,028
-620
264
$35M 0.02%
1,280,497
-1,592,968
265
$34.1M 0.02%
3,597,426
+3,319,101
266
$32.9M 0.02%
575,581
+138,204
267
$32.3M 0.02%
576,396
-184
268
$30.5M 0.02%
158,735
-25,339
269
$30.4M 0.02%
343,360
+42,227
270
$30.4M 0.02%
1,283,335
-58,191
271
$30.1M 0.02%
323,202
+250,923
272
$30.1M 0.02%
131,821
+2,337
273
$30M 0.02%
1,133,979
-297,803
274
$29.9M 0.02%
597,699
+488,499
275
$29.8M 0.02%
140,422
-164,163