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
476
$5.91M ﹤0.01%
124,482
-479
477
$5.86M ﹤0.01%
18,242
+284
478
$5.85M ﹤0.01%
242,638
+29,201
479
$5.67M ﹤0.01%
56,108
+35
480
$5.5M ﹤0.01%
31,938
+1,801
481
$5.31M ﹤0.01%
285,409
-7,855
482
$5.3M ﹤0.01%
84,815
+6,373
483
$5.28M ﹤0.01%
60,534
+4,477
484
$5.25M ﹤0.01%
102,328
+9,783
485
$5.2M ﹤0.01%
13,895
-18,238
486
$5.15M ﹤0.01%
395,497
+6,410
487
$5.11M ﹤0.01%
31,876
-1,526
488
$5.1M ﹤0.01%
46,074
+3,385
489
$5.08M ﹤0.01%
119,203
+15
490
$5.05M ﹤0.01%
318,032
491
$4.99M ﹤0.01%
83,761
-15,665
492
$4.85M ﹤0.01%
50,120
-20,939
493
$4.82M ﹤0.01%
25,164
+897
494
$4.74M ﹤0.01%
436,421
+3,952
495
$4.68M ﹤0.01%
26,248
-288
496
$4.61M ﹤0.01%
33,993
+21,426
497
$4.47M ﹤0.01%
53,019
-358
498
$4.46M ﹤0.01%
120,544
-3,292
499
$4.46M ﹤0.01%
98,632
+9,202
500
$4.42M ﹤0.01%
72,947
-11,643