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
276
$29.6M 0.02%
990,938
-1,525,825
277
$29.6M 0.02%
716,632
-1,699
278
$29.5M 0.02%
654,130
+483
279
$29.5M 0.02%
296,248
-4,839,509
280
$29.3M 0.02%
122,535
+22,992
281
$29.2M 0.02%
365,761
-32,950
282
$29.1M 0.02%
220,703
-55,495
283
$29M 0.02%
184,539
+182,169
284
$28.5M 0.02%
340,815
-6,254
285
$28.3M 0.02%
+836,557
286
$28.1M 0.02%
272,529
-150,646
287
$27.4M 0.02%
618,783
-27
288
$27.4M 0.02%
247,367
+33,888
289
$27.1M 0.02%
161,984
+58,891
290
$27M 0.02%
158,156
-7,209
291
$27M 0.02%
2,211,217
+225,427
292
$26.4M 0.02%
6,001,546
-6,781,721
293
$26.4M 0.02%
+780,715
294
$26.2M 0.02%
360,454
-15,371
295
$26.1M 0.02%
75,383
-178,927
296
$26.1M 0.02%
+353,053
297
$25.8M 0.02%
229,151
+162,182
298
$25.8M 0.02%
1,508,380
+7,806
299
$25.8M 0.02%
1,233,413
+99
300
$25.5M 0.02%
407,213
-268,962