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
476
$1.72M ﹤0.01%
10,032
+2,666
477
$1.67M ﹤0.01%
41,487
-8,554
478
$1.67M ﹤0.01%
27,849
+12,453
479
$1.65M ﹤0.01%
32,926
-398,318
480
$1.65M ﹤0.01%
37,214
-9,904
481
$1.64M ﹤0.01%
18,552
+13,772
482
$1.64M ﹤0.01%
8,095
-320
483
$1.63M ﹤0.01%
55,363
+126
484
$1.63M ﹤0.01%
4,482
-677
485
$1.54M ﹤0.01%
23,918
-51
486
$1.54M ﹤0.01%
+18,398
487
$1.53M ﹤0.01%
10,516
-1,104
488
$1.49M ﹤0.01%
4,484
+741
489
$1.49M ﹤0.01%
57,374
-21,177
490
$1.49M ﹤0.01%
24,043
+2,278
491
$1.49M ﹤0.01%
10,981
492
$1.48M ﹤0.01%
59,970
-2,873
493
$1.48M ﹤0.01%
+27,866
494
$1.47M ﹤0.01%
4,152
+320
495
$1.47M ﹤0.01%
84,043
+49,579
496
$1.46M ﹤0.01%
3,886
+1,160
497
$1.42M ﹤0.01%
26,992
-8,257
498
$1.41M ﹤0.01%
3,945
+611
499
$1.4M ﹤0.01%
70,286
+45
500
$1.37M ﹤0.01%
9,135
-1,034
18 19
20
21 22