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
376
$4.81M ﹤0.01%
28,203
-4,173
377
$4.76M ﹤0.01%
44,556
+4,358
378
$4.72M ﹤0.01%
34,987
+263
379
$4.68M ﹤0.01%
217,000
380
$4.68M ﹤0.01%
107,781
-4,271
381
$4.62M ﹤0.01%
107,385
-26,141
382
$4.56M ﹤0.01%
22,427
+21
383
$4.56M ﹤0.01%
10,575
+253
384
$4.54M ﹤0.01%
44,629
+11,986
385
$4.54M ﹤0.01%
48,986
+1,936
386
$4.41M ﹤0.01%
112,768
-8,796
387
$4.4M ﹤0.01%
40,150
+27,502
388
$4.3M ﹤0.01%
25,310
-159
389
$4.26M ﹤0.01%
72,502
-125
390
$4.26M ﹤0.01%
162,607
+29,792
391
$4.24M ﹤0.01%
49,468
+34,271
392
$4.1M ﹤0.01%
313,838
+280,904
393
$4.06M ﹤0.01%
59,477
+9,912
394
$4M ﹤0.01%
153,477
+11,124
395
$3.97M ﹤0.01%
10,624
+4,627
396
$3.75M ﹤0.01%
77,305
+103
397
$3.67M ﹤0.01%
27,584
-315
398
$3.64M ﹤0.01%
139,920
-15,218
399
$3.6M ﹤0.01%
96,792
+3,890
400
$3.6M ﹤0.01%
61,516
+14,439