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
376
$14.5M 0.01%
506,460
+99,646
377
$14.4M 0.01%
+85,640
378
$14.3M 0.01%
424,093
+98,064
379
$14.2M 0.01%
285,431
-5,070
380
$14M 0.01%
124,492
-11,966
381
$13.9M 0.01%
531,860
+11,931
382
$13.8M 0.01%
348,886
+150
383
$13.7M 0.01%
125,686
-4,373
384
$13.6M 0.01%
354,048
+25
385
$13.6M 0.01%
214,161
+1,017
386
$13.5M 0.01%
754,291
387
$13.5M 0.01%
104,297
+12,334
388
$13.5M 0.01%
4,417,126
-345,584
389
$13.4M 0.01%
1,549,234
+18,991
390
$13.2M 0.01%
363,799
-141,616
391
$13.2M 0.01%
28,105
+582
392
$13.1M 0.01%
1,759,539
+14,047
393
$13M 0.01%
147,536
+115
394
$13M 0.01%
478,039
+4,738
395
$12.8M 0.01%
115,965
-111,383
396
$12.7M 0.01%
31,200
-1,274
397
$12.6M 0.01%
156,797
-1,578
398
$12.4M 0.01%
412,563
+5,990
399
$12.3M 0.01%
170,646
+147
400
$12.1M 0.01%
195,143
+3,042