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
$148B
AUM Growth
+$14.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$828M
2 +$564M
3 +$427M
4
AMD icon
Advanced Micro Devices
AMD
+$420M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$332M

Sector Composition

1 Technology 25.02%
2 Financials 12.11%
3 Healthcare 10.27%
4 Consumer Discretionary 8.74%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.2M 0.01%
444,344
-2,103
402
$10.1M 0.01%
377,614
+23,932
403
$10.1M 0.01%
127,701
-13,242
404
$10.1M 0.01%
922,219
+473,848
405
$10.1M 0.01%
436,000
406
$9.99M 0.01%
123,048
-5,603
407
$9.9M 0.01%
+306,397
408
$9.84M 0.01%
24,513
-446
409
$9.73M 0.01%
+542,640
410
$9.68M 0.01%
245,579
-250,099
411
$9.58M 0.01%
+198,556
412
$9.58M 0.01%
109,345
-473,002
413
$9.58M 0.01%
111,137
+20,011
414
$9.43M 0.01%
52,211
-10,522
415
$9.39M 0.01%
29,422
-4,297
416
$9.36M 0.01%
92,690
-388,916
417
$9.26M 0.01%
319,557
+46,752
418
$9.23M 0.01%
109,344
+11,457
419
$9.14M 0.01%
104,166
-9,226
420
$8.93M 0.01%
189,392
-7,624
421
$8.89M 0.01%
849,386
-816,210
422
$8.77M 0.01%
154,472
-5,502
423
$8.72M 0.01%
404,000
424
$8.71M 0.01%
+533,717
425
$8.67M 0.01%
+482,255