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
451
$7.42M ﹤0.01%
118,436
-2,014
452
$7.38M ﹤0.01%
204,647
+12
453
$7.37M ﹤0.01%
150,345
-18,599
454
$7.29M ﹤0.01%
182,242
+101,231
455
$7.25M ﹤0.01%
117,015
+14
456
$7.25M ﹤0.01%
89,456
-9,471
457
$7.24M ﹤0.01%
97,699
+5,192
458
$7.11M ﹤0.01%
205,706
-15,830
459
$7.02M ﹤0.01%
153,020
-1,147
460
$6.93M ﹤0.01%
155,522
-12,900
461
$6.91M ﹤0.01%
26,440
+1,577
462
$6.83M ﹤0.01%
39,799
+5,876
463
$6.8M ﹤0.01%
483,250
+3,998
464
$6.73M ﹤0.01%
159,204
+1,447
465
$6.7M ﹤0.01%
975,464
+8,125
466
$6.63M ﹤0.01%
120,440
-345,920
467
$6.41M ﹤0.01%
98,568
+300
468
$6.28M ﹤0.01%
34,561
+3,800
469
$6.23M ﹤0.01%
47,401
-9,904
470
$6.23M ﹤0.01%
131,474
+14,433
471
$6.11M ﹤0.01%
120,530
-12,544
472
$6.07M ﹤0.01%
140,345
+74,561
473
$5.99M ﹤0.01%
83,120
+7,670
474
$5.95M ﹤0.01%
5,665
-149
475
$5.92M ﹤0.01%
20,008
+15