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
326
$22.3M 0.01%
488,336
+2,045
327
$22.1M 0.01%
131,227
-1,884
328
$22.1M 0.01%
247,659
-9,868
329
$22M 0.01%
447,006
+500
330
$21.8M 0.01%
317,241
+4,459
331
$21.8M 0.01%
146,809
-137
332
$21.6M 0.01%
1,169,020
-18,102
333
$21.1M 0.01%
421,068
-30,593
334
$20.6M 0.01%
299,910
+7,120
335
$20.4M 0.01%
801,222
-400,955
336
$20.1M 0.01%
219,222
-6,045
337
$19.9M 0.01%
350,789
+103,982
338
$19.9M 0.01%
444,670
+8,647
339
$19.9M 0.01%
398,984
+81,438
340
$19.4M 0.01%
279,778
-2,507
341
$19.3M 0.01%
889,807
+7,340
342
$18.9M 0.01%
146,363
-15,771
343
$18.9M 0.01%
1,803,496
+164,274
344
$18.8M 0.01%
266,641
-7,136
345
$18.7M 0.01%
1,655,124
-17,130
346
$18.7M 0.01%
62,620
+56,365
347
$18.7M 0.01%
841,548
+342,618
348
$18.6M 0.01%
176,114
+22,900
349
$18.5M 0.01%
214,853
-730
350
$18M 0.01%
68,135
-5,111