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
351
$6.99M 0.01%
425,688
-1,731,191
352
$6.95M 0.01%
99,231
+13,722
353
$6.82M 0.01%
93,312
-2,310
354
$6.71M 0.01%
108,118
-4,084
355
$6.6M ﹤0.01%
2,963
-496
356
$6.36M ﹤0.01%
63,834
-3,122
357
$6.24M ﹤0.01%
88,045
+54,495
358
$6.23M ﹤0.01%
298,723
+282,215
359
$6.04M ﹤0.01%
147,880
-59
360
$5.87M ﹤0.01%
24,827
+353
361
$5.8M ﹤0.01%
477,579
-868
362
$5.67M ﹤0.01%
164,638
+2,485
363
$5.64M ﹤0.01%
24,355
-1,863
364
$5.55M ﹤0.01%
105,295
-4,345
365
$5.53M ﹤0.01%
168,000
366
$5.5M ﹤0.01%
57,430
-1,791
367
$5.48M ﹤0.01%
+292,288
368
$5.27M ﹤0.01%
93,126
-417
369
$5.24M ﹤0.01%
979,162
+183,609
370
$5.2M ﹤0.01%
20,060
-2,919
371
$5.18M ﹤0.01%
127,060
+13
372
$5.03M ﹤0.01%
295,000
373
$5.03M ﹤0.01%
276,832
+183,792
374
$4.86M ﹤0.01%
79,089
+12,839
375
$4.81M ﹤0.01%
5,154
+1,804