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
401
$3.6M ﹤0.01%
140,740
+48,872
402
$3.54M ﹤0.01%
33,060
+3,380
403
$3.48M ﹤0.01%
24,810
-580
404
$3.29M ﹤0.01%
95,760
-11,618
405
$3.24M ﹤0.01%
37,239
-777
406
$3.23M ﹤0.01%
69,437
+6,450
407
$3.19M ﹤0.01%
28,180
+12,560
408
$3.19M ﹤0.01%
13,560
+2,823
409
$3.14M ﹤0.01%
122,387
-9,256
410
$3.08M ﹤0.01%
69,859
-8,077
411
$3.06M ﹤0.01%
33,680
-4,724
412
$3.02M ﹤0.01%
19,621
+4,990
413
$2.96M ﹤0.01%
237,684
414
$2.94M ﹤0.01%
50,457
-3,997
415
$2.92M ﹤0.01%
42,318
+11,277
416
$2.86M ﹤0.01%
20,898
+4,322
417
$2.83M ﹤0.01%
21,374
+4,972
418
$2.82M ﹤0.01%
58,394
419
$2.82M ﹤0.01%
21,715
+953
420
$2.68M ﹤0.01%
79,622
+3,432
421
$2.67M ﹤0.01%
12,532
-3,050
422
$2.67M ﹤0.01%
11,076
+3,839
423
$2.66M ﹤0.01%
48,138
+39,395
424
$2.61M ﹤0.01%
44,402
+3,243
425
$2.6M ﹤0.01%
+19,986
15 16
17
18 19