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
301
$13.8M 0.01%
433,499
-51
302
$13.6M 0.01%
24,810
-8,179
303
$13.6M 0.01%
140,051
-13
304
$13.4M 0.01%
169,035
-18,825
305
$13.2M 0.01%
81,941
+5,537
306
$13M 0.01%
180,315
-22,619
307
$12.9M 0.01%
170,772
-3,679
308
$12.9M 0.01%
216,711
-1,524
309
$12.9M 0.01%
258,083
-23,730
310
$12.8M 0.01%
253,097
+75
311
$12.8M 0.01%
1,731,578
-4,330
312
$12.6M 0.01%
4,213,051
-52,621
313
$12.4M 0.01%
162,730
+99,313
314
$12.2M 0.01%
466,769
315
$11.9M 0.01%
102,012
-6,139
316
$11.2M 0.01%
338,695
+12,541
317
$11.2M 0.01%
645,502
-8,158
318
$11.1M 0.01%
179,141
+3,799
319
$10.8M 0.01%
203,074
+3,235
320
$10.8M 0.01%
63,868
+5,999
321
$10.8M 0.01%
72,491
+5,907
322
$10.7M 0.01%
278,000
323
$10.6M 0.01%
818,566
-70,781
324
$10.5M 0.01%
317,052
+7,034
325
$10.1M 0.01%
734,487
+3,785