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
426
$9.27M ﹤0.01%
67,087
+12,309
427
$9.16M ﹤0.01%
58,923
+14,651
428
$9.15M ﹤0.01%
22,409
+701
429
$9.11M ﹤0.01%
328,650
+1,650
430
$8.86M ﹤0.01%
618,496
+104,946
431
$8.72M ﹤0.01%
63,340
-1,826
432
$8.65M ﹤0.01%
283,351
433
$8.61M ﹤0.01%
183,202
+150
434
$8.47M ﹤0.01%
65,424
+645
435
$8.39M ﹤0.01%
213,029
+5,483
436
$8.3M ﹤0.01%
1,233,910
-9,451
437
$8.14M ﹤0.01%
727,846
-115,427
438
$8.12M ﹤0.01%
30,346
+13,081
439
$7.97M ﹤0.01%
102,772
+11,164
440
$7.95M ﹤0.01%
257,611
-437,999
441
$7.92M ﹤0.01%
65,204
+4,226
442
$7.84M ﹤0.01%
100,175
+176
443
$7.76M ﹤0.01%
338,000
444
$7.59M ﹤0.01%
245,167
-460,471
445
$7.59M ﹤0.01%
253,675
+30,336
446
$7.57M ﹤0.01%
171,482
-8,052
447
$7.56M ﹤0.01%
272,253
+107
448
$7.53M ﹤0.01%
56,867
+10,218
449
$7.47M ﹤0.01%
12,552
+409
450
$7.46M ﹤0.01%
542,285
-338