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
326
$10M 0.01%
57,200
-1,531
327
$9.74M 0.01%
2,832,187
-44,401
328
$9.59M 0.01%
19,185
+987
329
$9.57M 0.01%
182,588
-3,266
330
$9.22M 0.01%
91,366
-8,622
331
$9.16M 0.01%
150,106
-14,142
332
$9.16M 0.01%
199,182
-296
333
$9.14M 0.01%
1,306,451
+152,865
334
$9.12M 0.01%
80,041
-44,146
335
$8.98M 0.01%
319,380
+76,090
336
$8.92M 0.01%
140,003
-13,665
337
$8.83M 0.01%
440,827
-3,198
338
$8.53M 0.01%
301,103
+54,585
339
$8.38M 0.01%
39,068
+41
340
$8.23M 0.01%
57,377
+1,122
341
$8.22M 0.01%
103,266
+42
342
$7.68M 0.01%
36,149
+263
343
$7.65M 0.01%
32,982
-2,514
344
$7.52M 0.01%
155,443
-5,464
345
$7.49M 0.01%
113,192
-4,354
346
$7.39M 0.01%
164,152
-19,904
347
$7.35M 0.01%
132,372
-3,185
348
$7.17M 0.01%
159,241
+22
349
$7.13M 0.01%
2,331,056
+374,327
350
$7.02M 0.01%
140,357
-9,600