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
526
$3.38M ﹤0.01%
156,565
+145,066
527
$3.36M ﹤0.01%
9,214
+2,611
528
$3.31M ﹤0.01%
6,049
+643
529
$3.27M ﹤0.01%
38,960
530
$3.24M ﹤0.01%
82,839
-4,740
531
$3.23M ﹤0.01%
204,745
+17,504
532
$3.21M ﹤0.01%
142,883
+10,214
533
$3.16M ﹤0.01%
76,629
+4,608
534
$3.15M ﹤0.01%
10,034
+1,683
535
$3.12M ﹤0.01%
6,681
+378
536
$3.05M ﹤0.01%
28,636
+22,331
537
$3.05M ﹤0.01%
17,617
+27
538
$3.02M ﹤0.01%
132,503
-37
539
$2.97M ﹤0.01%
495,317
540
$2.95M ﹤0.01%
65,792
+16,337
541
$2.95M ﹤0.01%
28,422
+2,107
542
$2.87M ﹤0.01%
9,621
+493
543
$2.86M ﹤0.01%
50,007
+727
544
$2.83M ﹤0.01%
17,916
-105
545
$2.76M ﹤0.01%
18,992
+306
546
$2.73M ﹤0.01%
61,162
+6
547
$2.69M ﹤0.01%
6,027
+51
548
$2.67M ﹤0.01%
87,591
+165
549
$2.66M ﹤0.01%
56,291
-37,708
550
$2.64M ﹤0.01%
162,619
+9,689
20 21
22
23 24