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
326
$20.3M 0.01%
2,486,985
-33,662
327
$19.4M 0.01%
315,308
-24,473
328
$19.4M 0.01%
246,224
+165,828
329
$19.2M 0.01%
807,524
+234,358
330
$18.8M 0.01%
+559,210
331
$18.8M 0.01%
265,663
-77,278
332
$18.2M 0.01%
266,691
+237,583
333
$18.1M 0.01%
355,613
-34,185
334
$18.1M 0.01%
300,407
+4,051
335
$18.1M 0.01%
289,920
-390,727
336
$17.8M 0.01%
136,462
-2,592
337
$17.7M 0.01%
187,479
+11,822
338
$17.7M 0.01%
+568,723
339
$17.7M 0.01%
348,671
-943,399
340
$17.5M 0.01%
6,451,739
+344,450
341
$17.5M 0.01%
42,846
-906
342
$17.4M 0.01%
231,133
+95,934
343
$17M 0.01%
917,506
-10,921
344
$16.9M 0.01%
2,590,339
-1,130,288
345
$16.7M 0.01%
438,576
-6,238
346
$16.6M 0.01%
890,348
-3,501
347
$16.5M 0.01%
400,171
+313,008
348
$16.3M 0.01%
79,516
-30,314
349
$16.3M 0.01%
398,753
+115,753
350
$15.9M 0.01%
70,328
+9,077