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
26
$2.48B 1.08%
17,587,320
-334,021
27
$2.46B 1.07%
9,387,822
+275,196
28
$2.44B 1.06%
3,720,189
+459,421
29
$2.12B 0.92%
21,814,109
+1,031,032
30
$2.09B 0.91%
4,696,173
+125,150
31
$2.06B 0.9%
8,895,914
-316,442
32
$1.98B 0.86%
18,603,800
-54,610
33
$1.91B 0.83%
13,370,627
-354,091
34
$1.91B 0.83%
20,370,851
+836,259
35
$1.78B 0.77%
28,058,663
+1,732,429
36
$1.77B 0.77%
4,018,345
+116,876
37
$1.77B 0.77%
17,619,288
+8,109,577
38
$1.77B 0.77%
14,266,015
+395,572
39
$1.73B 0.75%
24,023,336
+611,162
40
$1.73B 0.75%
43,484,829
+3,552,496
41
$1.72B 0.75%
16,038,275
+218,177
42
$1.69B 0.74%
2,151,382
+82,733
43
$1.61B 0.7%
405,313
+13,892
44
$1.57B 0.68%
3,090,070
+117,603
45
$1.55B 0.67%
16,861,335
+16,322,610
46
$1.51B 0.66%
22,673,523
+752,614
47
$1.49B 0.65%
41,929,572
+41,918,630
48
$1.46B 0.63%
4,282,701
+127,634
49
$1.45B 0.63%
19,696,294
+536,555
50
$1.42B 0.62%
2,570,972
+73,574