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
576
$2.4M ﹤0.01%
77,550
577
$2.4M ﹤0.01%
+97,112
578
$2.4M ﹤0.01%
84,039
579
$2.38M ﹤0.01%
+14,532
580
$2.34M ﹤0.01%
486,233
-47,321
581
$2.33M ﹤0.01%
38,015
+2,254
582
$2.32M ﹤0.01%
28,297
+80
583
$2.3M ﹤0.01%
+27,931
584
$2.28M ﹤0.01%
35,831
+204
585
$2.27M ﹤0.01%
59,459
+27,577
586
$2.24M ﹤0.01%
31,780
-3,196
587
$2.21M ﹤0.01%
5,519
-56,380
588
$2.2M ﹤0.01%
80,927
+38,082
589
$2.18M ﹤0.01%
29,210
+17,334
590
$2.15M ﹤0.01%
14,443
+3,605
591
$2.14M ﹤0.01%
95,493
+11,042
592
$2.11M ﹤0.01%
67,787
+77
593
$2.1M ﹤0.01%
269,497
-2,572
594
$2.09M ﹤0.01%
227,924
-53
595
$2.08M ﹤0.01%
9,703
-4,396
596
$2.07M ﹤0.01%
+42,347
597
$2.06M ﹤0.01%
32,051
-103
598
$2.03M ﹤0.01%
34,016
-3,263
599
$2.02M ﹤0.01%
15,694
-657
600
$2.02M ﹤0.01%
44,259
-813
22 23
24
25 26