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
526
$3.76M ﹤0.01%
43,708
+16,606
527
$3.74M ﹤0.01%
33,991
+1,330
528
$3.69M ﹤0.01%
267,927
+5,769
529
$3.66M ﹤0.01%
70,937
+63,003
530
$3.64M ﹤0.01%
28,336
+13,022
531
$3.64M ﹤0.01%
101,740
+2,739
532
$3.5M ﹤0.01%
43,574
+7,441
533
$3.49M ﹤0.01%
27,641
-166
534
$3.43M ﹤0.01%
131,428
+27,927
535
$3.42M ﹤0.01%
91,902
+50,755
536
$3.36M ﹤0.01%
95,981
-18,146
537
$3.35M ﹤0.01%
8,766
+4,835
538
$3.32M ﹤0.01%
4,606
-13
539
$3.32M ﹤0.01%
209,718
+20,043
540
$3.31M ﹤0.01%
23,505
+677
541
$3.29M ﹤0.01%
456,329
+224,075
542
$3.25M ﹤0.01%
144,023
+96,056
543
$3.24M ﹤0.01%
176,087
-10,370
544
$3.16M ﹤0.01%
565,846
-305,480
545
$3.15M ﹤0.01%
221,224
+690
546
$3.05M ﹤0.01%
128,637
-9,748
547
$3.04M ﹤0.01%
8,026
-1,159
548
$3.03M ﹤0.01%
35,398
-4,306
549
$3.03M ﹤0.01%
56,281
550
$3.02M ﹤0.01%
12,151
-108