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
26
$1.09B 0.81%
8,329,392
+206,969
27
$1.01B 0.75%
13,046,651
+528,475
28
$1B 0.75%
13,940,464
+191,939
29
$1B 0.75%
3,670,227
+179,754
30
$992M 0.74%
7,013,054
+319,266
31
$953M 0.71%
8,651,922
+598,064
32
$939M 0.7%
20,980,164
+10,404
33
$915M 0.69%
12,165,772
+371,849
34
$906M 0.68%
2,582,539
+114,719
35
$901M 0.68%
13,934,166
+540,722
36
$899M 0.67%
21,453,178
+5,290,178
37
$894M 0.67%
4,293,051
+146,686
38
$892M 0.67%
17,850,774
+508,094
39
$885M 0.66%
18,214,884
-409,356
40
$882M 0.66%
9,337,800
+273,520
41
$856M 0.64%
5,859,060
+251,549
42
$851M 0.64%
5,037,790
+359,479
43
$842M 0.63%
9,183,704
+398,468
44
$832M 0.62%
6,547,696
+350,211
45
$820M 0.61%
7,486,029
+329,909
46
$806M 0.6%
1,731,305
+116,353
47
$783M 0.59%
10,034,735
+311,103
48
$769M 0.58%
7,191,822
+438,121
49
$713M 0.53%
4,013,030
-41,950
50
$689M 0.52%
7,833,260
+262,068