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
276
$30.7M 0.01%
133,357
+41,474
277
$30.6M 0.01%
724,566
+123,900
278
$30.6M 0.01%
709,912
+2,570
279
$30.6M 0.01%
1,062,105
-21,749
280
$30.5M 0.01%
800,793
+793,788
281
$30.4M 0.01%
338,017
-7,427
282
$29.9M 0.01%
554,437
-3,423
283
$29.9M 0.01%
3,105,443
+52,224
284
$29.8M 0.01%
684,388
-2,640
285
$29.5M 0.01%
579,379
-120
286
$29.4M 0.01%
999,140
+560,496
287
$29.3M 0.01%
663,423
+213,317
288
$29.2M 0.01%
231,315
-728
289
$29.1M 0.01%
962,592
+7,010
290
$29M 0.01%
534,520
-4,277
291
$28.8M 0.01%
2,683,930
-14,950
292
$28.7M 0.01%
143,327
+5,788
293
$28.2M 0.01%
126,134
+66,506
294
$27.5M 0.01%
42,450
+648
295
$27.4M 0.01%
2,261,487
-28,471
296
$26.9M 0.01%
243,830
+31,009
297
$26.8M 0.01%
558,066
+13,207
298
$26.8M 0.01%
614,088
-6,818
299
$26.8M 0.01%
719,458
+13,468
300
$26.4M 0.01%
84,378
+6,822