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
276
$18.9M 0.01%
1,090,095
-7,071
277
$18.8M 0.01%
809,694
+8,010
278
$18.7M 0.01%
220,654
-17,280
279
$18.6M 0.01%
269,409
-1,409
280
$18.3M 0.01%
154,134
-580
281
$18.1M 0.01%
195,648
+108,136
282
$17.9M 0.01%
205,988
-6,345
283
$17.6M 0.01%
119,960
-8,339
284
$17.3M 0.01%
251,353
-22,837
285
$17.2M 0.01%
335,034
+55,609
286
$16.7M 0.01%
237,470
-651
287
$16.7M 0.01%
301,500
-28,904
288
$16.6M 0.01%
72,415
+730
289
$16.3M 0.01%
1,085,856
-92,819
290
$15.9M 0.01%
921,068
-13,347
291
$15.1M 0.01%
65,090
-38
292
$14.9M 0.01%
159,450
+3
293
$14.8M 0.01%
600,139
+58
294
$14.7M 0.01%
308,603
+5,374
295
$14.3M 0.01%
144,871
+419
296
$14.3M 0.01%
117,461
-2,853
297
$14.3M 0.01%
371,062
-218
298
$14.2M 0.01%
486,003
+7,012
299
$14.1M 0.01%
25,565
-10,230
300
$13.8M 0.01%
101,487
-9,385
10 11
12
13 14