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
251
$38.7M 0.02%
416,973
+1,510
252
$38.6M 0.02%
1,198,605
+249,931
253
$38.4M 0.02%
350,497
-44
254
$38.2M 0.02%
606,464
-361
255
$37.8M 0.02%
183,106
-1,549
256
$37.8M 0.02%
806,666
-17,513
257
$37.3M 0.02%
655,572
-53,928
258
$37.3M 0.02%
1,991,139
-12,280
259
$37.2M 0.02%
562,501
-10,190
260
$36.6M 0.02%
784,466
+70,901
261
$36.3M 0.02%
3,199,268
+5,915
262
$36.2M 0.02%
336,165
+1,037
263
$35.1M 0.02%
176,784
+961
264
$35M 0.02%
163,718
+5,883
265
$34.3M 0.01%
66,472
-4,741
266
$33.9M 0.01%
2,022,959
-53,922
267
$32.9M 0.01%
233,375
+4,369
268
$32.8M 0.01%
55,544
-4,845
269
$32.5M 0.01%
+305,370
270
$31.5M 0.01%
199,390
+40,911
271
$31.3M 0.01%
1,049,136
-25,298
272
$31.3M 0.01%
838,309
-11,365
273
$31.1M 0.01%
1,831,405
-7,625
274
$31.1M 0.01%
1,561,093
-24,549
275
$31M 0.01%
316,309
+95,447