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
$133B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$393M
2 +$342M
3 +$238M
4
MSFT icon
Microsoft
MSFT
+$228M
5
TTE icon
TotalEnergies
TTE
+$222M

Top Sells

1 +$418M
2 +$139M
3 +$39.8M
4
EQNR icon
Equinor
EQNR
+$28.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 12.45%
3 Financials 11.9%
4 Healthcare 10.14%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$683K ﹤0.01%
6,716
-213
577
$679K ﹤0.01%
20,314
-1,171
578
$674K ﹤0.01%
14,457
-2,421
579
$674K ﹤0.01%
7,363
-1,636
580
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31,302
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581
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7,160
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582
$658K ﹤0.01%
11,255
-571
583
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16,954
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46,191
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2,667
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586
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9,207
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587
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6,518
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46,829
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591
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11,301
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22,070
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9,678
-1,877
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$598K ﹤0.01%
18,292
+1,080
595
$593K ﹤0.01%
31,213
-6,372
596
$588K ﹤0.01%
2,717
-1,267
597
$582K ﹤0.01%
7,951
-117
598
$577K ﹤0.01%
5,248
+178
599
$577K ﹤0.01%
13,982
600
$576K ﹤0.01%
6,065
-269