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

Top Sells

1
+$688M
2
+$482M
3
+$381M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$370M
5
META icon
Meta Platforms (Facebook)
META
+$324M

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
26
$1.35B 0.91%
16,159,036
+725,704
27
$1.29B 0.88%
2,351,097
+46,035
28
$1.26B 0.85%
1,784,563
+61,406
29
$1.22B 0.83%
6,813,017
+20,559
30
$1.22B 0.83%
18,052,002
-613,722
31
$1.21B 0.82%
3,487,049
+45,025
32
$1.2B 0.81%
21,082,914
+312,570
33
$1.19B 0.81%
25,232,592
+844,569
34
$1.17B 0.79%
2,570,753
+21,739
35
$1.15B 0.77%
4,316,971
+69,472
36
$1.13B 0.77%
5,479,432
+92,571
37
$1.11B 0.75%
26,418,590
+3,731,060
38
$1.11B 0.75%
17,836,400
+225,603
39
$1.1B 0.74%
9,132,669
-2,693,807
40
$1.09B 0.74%
8,119,251
+263,567
41
$1.08B 0.73%
6,094,179
+173,121
42
$1.06B 0.72%
9,058,401
+289,834
43
$1.06B 0.72%
4,502,569
+58,419
44
$1.03B 0.7%
19,293,963
+326,849
45
$1.03B 0.69%
14,424,481
+271,771
46
$1.02B 0.69%
9,302,641
+174,002
47
$1.01B 0.68%
10,178,651
+560,149
48
$975M 0.66%
10,175,656
+333,994
49
$969M 0.65%
13,598,926
-4,069,384
50
$939M 0.63%
2,412,769
+462,468
1
2
3 4 5