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

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
501
$5.01M ﹤0.01%
39,088
+35,909
502
$4.97M ﹤0.01%
31,389
+23,089
503
$4.88M ﹤0.01%
30,206
-6,303
504
$4.83M ﹤0.01%
217,174
+45,777
505
$4.83M ﹤0.01%
207,528
+128,907
506
$4.81M ﹤0.01%
+166,731
507
$4.78M ﹤0.01%
56,365
+9,185
508
$4.76M ﹤0.01%
150,594
-59,182
509
$4.72M ﹤0.01%
460,587
+17,621
510
$4.71M ﹤0.01%
95,871
+36,116
511
$4.66M ﹤0.01%
40,182
+15,237
512
$4.65M ﹤0.01%
106,725
+23,924
513
$4.65M ﹤0.01%
153,613
+85,614
514
$4.29M ﹤0.01%
18,058
+8,290
515
$4.27M ﹤0.01%
2,118
+12
516
$4.23M ﹤0.01%
852,032
+267,257
517
$4.12M ﹤0.01%
15,623
-3,385
518
$4.08M ﹤0.01%
133,118
+28,236
519
$4.06M ﹤0.01%
132,382
+96,316
520
$3.94M ﹤0.01%
194,493
+45,627
521
$3.94M ﹤0.01%
133,013
+13,622
522
$3.87M ﹤0.01%
895,436
+180,431
523
$3.85M ﹤0.01%
190,111
+116
524
$3.79M ﹤0.01%
75,836
+20,345
525
$3.76M ﹤0.01%
31,000
+17,427