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
501
$1.36M ﹤0.01%
16,437
+2,916
502
$1.36M ﹤0.01%
40,521
+313
503
$1.28M ﹤0.01%
33,615
-10,975
504
$1.23M ﹤0.01%
+102,156
505
$1.23M ﹤0.01%
24,430
-2,480
506
$1.21M ﹤0.01%
27,030
+3,331
507
$1.21M ﹤0.01%
9,457
+2,210
508
$1.2M ﹤0.01%
118,912
+11,261
509
$1.19M ﹤0.01%
12,749
-840
510
$1.18M ﹤0.01%
3,347
+1,131
511
$1.18M ﹤0.01%
26,040
-2,878
512
$1.18M ﹤0.01%
+4,326
513
$1.18M ﹤0.01%
7,889
-865
514
$1.17M ﹤0.01%
20,729
-3,447
515
$1.16M ﹤0.01%
+13,403
516
$1.12M ﹤0.01%
13,040
+4,426
517
$1.1M ﹤0.01%
15,142
-2,144
518
$1.05M ﹤0.01%
34,883
+15,225
519
$1.05M ﹤0.01%
24,139
-6,333
520
$1.05M ﹤0.01%
53,054
+3,255
521
$1.05M ﹤0.01%
17,532
+1,948
522
$1.04M ﹤0.01%
3
-6
523
$1.02M ﹤0.01%
4,269
+694
524
$1M ﹤0.01%
5,910
+1,103
525
$997K ﹤0.01%
109,673
-13,533
19 20
21
22 23