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
301
$26M 0.01%
231,997
+117,086
302
$25.9M 0.01%
735,701
+154,382
303
$25.6M 0.01%
374,212
-8,003
304
$25.6M 0.01%
93,622
+12,679
305
$25.3M 0.01%
219,426
-1,925
306
$25.1M 0.01%
506,266
+20,175
307
$24.9M 0.01%
233,059
-1,295
308
$24.9M 0.01%
103,053
+6
309
$24.8M 0.01%
658,785
+5,009
310
$24.6M 0.01%
602,210
+322,190
311
$24.6M 0.01%
994,676
+1,626
312
$24.4M 0.01%
133,937
-8,595
313
$23.8M 0.01%
1,547,150
+83,712
314
$23.8M 0.01%
134,612
-262,792
315
$23.6M 0.01%
1,040,191
+105,857
316
$23.6M 0.01%
137,102
-4,307
317
$23.5M 0.01%
669,795
-460
318
$23.5M 0.01%
1,540,785
-50,990
319
$23.3M 0.01%
134,250
+2,678
320
$23.3M 0.01%
163,353
+53,612
321
$23.2M 0.01%
167,649
-11,870
322
$22.9M 0.01%
1,527,129
+212
323
$22.8M 0.01%
65,867
+3,378
324
$22.3M 0.01%
267,571
-139,956
325
$22.3M 0.01%
1,868,395
+112,283