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

Top Sells

1
+$688M
2
+$482M
3
+$381M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$370M
5
META icon
Meta Platforms (Facebook)
META
+$324M

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
551
$3.01M ﹤0.01%
34,377
-3,467
552
$2.96M ﹤0.01%
+23,462
553
$2.96M ﹤0.01%
77,109
+39,052
554
$2.93M ﹤0.01%
25,273
+488
555
$2.92M ﹤0.01%
42,448
-5,322
556
$2.89M ﹤0.01%
62,667
-10,685
557
$2.81M ﹤0.01%
+66,502
558
$2.76M ﹤0.01%
190,383
+64,276
559
$2.73M ﹤0.01%
+60,116
560
$2.67M ﹤0.01%
23,900
+19,490
561
$2.65M ﹤0.01%
105,995
-1,147,959
562
$2.65M ﹤0.01%
39,658
-5,691
563
$2.64M ﹤0.01%
89,719
+2,213
564
$2.62M ﹤0.01%
10,572
+922
565
$2.62M ﹤0.01%
148,054
-9,890
566
$2.6M ﹤0.01%
109,538
+8,677
567
$2.56M ﹤0.01%
80,452
-9,328
568
$2.54M ﹤0.01%
13,078
-1,285
569
$2.51M ﹤0.01%
225,848
-2,415
570
$2.48M ﹤0.01%
133,568
-157,329
571
$2.45M ﹤0.01%
+20,434
572
$2.44M ﹤0.01%
198,463
+5,623
573
$2.43M ﹤0.01%
7,402
+78
574
$2.42M ﹤0.01%
119,365
+256
575
$2.42M ﹤0.01%
67,124
+5,456
21 22
23
24 25