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
501
$4.37M ﹤0.01%
24,673
+2,663
502
$4.35M ﹤0.01%
7,725
+142
503
$4.35M ﹤0.01%
73,703
+2,603
504
$4.34M ﹤0.01%
7,993
+180
505
$4.32M ﹤0.01%
59,502
-10,550
506
$4.3M ﹤0.01%
17,445
-10,859
507
$4.17M ﹤0.01%
72,236
+1,082
508
$4.16M ﹤0.01%
157,422
+10,001
509
$4.1M ﹤0.01%
39,089
+1,513
510
$4.1M ﹤0.01%
167,365
+15,484
511
$4.08M ﹤0.01%
14,996
+178
512
$3.97M ﹤0.01%
28,173
+1,367
513
$3.97M ﹤0.01%
29,068
+2,208
514
$3.93M ﹤0.01%
44,048
-119
515
$3.9M ﹤0.01%
15,290
+2,618
516
$3.88M ﹤0.01%
49,306
+8,482
517
$3.84M ﹤0.01%
62,744
-201,269
518
$3.74M ﹤0.01%
19,451
+2,952
519
$3.72M ﹤0.01%
59,351
+12,531
520
$3.59M ﹤0.01%
6,596
+223
521
$3.55M ﹤0.01%
115,457
+16,177
522
$3.55M ﹤0.01%
62,350
-12,028
523
$3.54M ﹤0.01%
77,865
+42,819
524
$3.39M ﹤0.01%
17,119
-1,957
525
$3.38M ﹤0.01%
62,325
-53,736