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
351
$17.9M 0.01%
431,348
+62,000
352
$17.8M 0.01%
122,830
+14,216
353
$17.7M 0.01%
2,856,703
-27,916
354
$17.6M 0.01%
65,017
+2,539
355
$16.8M 0.01%
828,989
+4,844
356
$16.8M 0.01%
154,951
-3,008
357
$16.4M 0.01%
98,295
+525
358
$16.2M 0.01%
1,918,644
359
$16.2M 0.01%
118,114
+17,331
360
$16.1M 0.01%
263,410
+68,672
361
$16.1M 0.01%
+71,929
362
$16.1M 0.01%
722,941
-14,428
363
$15.9M 0.01%
219,283
+13,633
364
$15.9M 0.01%
303,284
+26,212
365
$15.9M 0.01%
68,487
+6,943
366
$15.8M 0.01%
300,430
-10,859
367
$15.8M 0.01%
402,909
+108,113
368
$15.8M 0.01%
125,517
+60,370
369
$15.7M 0.01%
187,197
370
$15.6M 0.01%
1,389,014
+4,895
371
$15.5M 0.01%
184,139
+2,720
372
$15.3M 0.01%
460,678
-14,532
373
$15.3M 0.01%
67,736
+3,585
374
$15.3M 0.01%
210,342
+41,000
375
$14.5M 0.01%
237,212
+1,812