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
601
$2.01M ﹤0.01%
72,895
+22
602
$1.98M ﹤0.01%
16,069
+1,672
603
$1.96M ﹤0.01%
57,405
+2,670
604
$1.96M ﹤0.01%
10,245
-3,119
605
$1.95M ﹤0.01%
+27,135
606
$1.93M ﹤0.01%
76,349
607
$1.91M ﹤0.01%
70,084
+14,826
608
$1.9M ﹤0.01%
18,252
-767
609
$1.89M ﹤0.01%
+56,850
610
$1.88M ﹤0.01%
+13,826
611
$1.87M ﹤0.01%
65,311
-4,437
612
$1.84M ﹤0.01%
99,749
-2,733
613
$1.83M ﹤0.01%
5,726
-1,842
614
$1.8M ﹤0.01%
26,551
+1,738
615
$1.8M ﹤0.01%
65,298
-1,719
616
$1.8M ﹤0.01%
22,282
+17,042
617
$1.78M ﹤0.01%
28,517
-1,188,185
618
$1.78M ﹤0.01%
87,201
-1,000
619
$1.76M ﹤0.01%
22,902
+19,011
620
$1.76M ﹤0.01%
250,795
621
$1.75M ﹤0.01%
19,238
-2,171
622
$1.74M ﹤0.01%
28,183
+6,033
623
$1.73M ﹤0.01%
26,341
-95
624
$1.72M ﹤0.01%
33,042
+3
625
$1.69M ﹤0.01%
101,482
+8
23 24
25
26 27