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
601
$571K ﹤0.01%
+6,128
602
$571K ﹤0.01%
9,928
-1,490
603
$565K ﹤0.01%
5,967
+1,943
604
$556K ﹤0.01%
2,127
+89
605
$555K ﹤0.01%
6,532
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606
$554K ﹤0.01%
8,961
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607
$554K ﹤0.01%
17,856
-3,676
608
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17,410
-1,068
609
$547K ﹤0.01%
7,561
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610
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611
$546K ﹤0.01%
9,364
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612
$543K ﹤0.01%
6,520
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613
$539K ﹤0.01%
2,491
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$538K ﹤0.01%
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615
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29,876
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8,657
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$536K ﹤0.01%
3,434
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1,925
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619
$525K ﹤0.01%
+7,872
620
$517K ﹤0.01%
3,908
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621
$516K ﹤0.01%
5,615
+1,295
622
$508K ﹤0.01%
+11,055
623
$504K ﹤0.01%
11,096
+2,771
624
$501K ﹤0.01%
11,709
-2,484
625
$498K ﹤0.01%
4,982
-1,351