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
$230B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$1.49B
3
+$814M
4
MSFT icon
Microsoft
MSFT
+$599M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$559M

Top Sells

1
+$1.27B
2
+$927M
3
+$722M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$631M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$315M

Sector Composition

1 Technology 30.6%
2 Financials 11.61%
3 Healthcare 9.91%
4 Consumer Discretionary 9.26%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.78M ﹤0.01%
6,222
+5
602
$1.77M ﹤0.01%
14,147
+82
603
$1.76M ﹤0.01%
38,493
-2,166
604
$1.75M ﹤0.01%
245,662
+13,985
605
$1.75M ﹤0.01%
7,420
+144
606
$1.73M ﹤0.01%
62,612
607
$1.72M ﹤0.01%
28,618
+7,873
608
$1.72M ﹤0.01%
47,334
+25
609
$1.71M ﹤0.01%
29,255
+14,375
610
$1.7M ﹤0.01%
8,762
+387
611
$1.7M ﹤0.01%
5,420
-1,099
612
$1.69M ﹤0.01%
56,189
613
$1.67M ﹤0.01%
58,300
+16,822
614
$1.66M ﹤0.01%
45,099
+4,304
615
$1.65M ﹤0.01%
19,045
+8,345
616
$1.64M ﹤0.01%
5,155
+334
617
$1.63M ﹤0.01%
105,535
-7,084
618
$1.63M ﹤0.01%
28,818
619
$1.63M ﹤0.01%
64,992
-5,662
620
$1.63M ﹤0.01%
39,507
-26
621
$1.62M ﹤0.01%
7,601
+1,008
622
$1.6M ﹤0.01%
108,023
-8,821
623
$1.59M ﹤0.01%
45,900
624
$1.59M ﹤0.01%
73,263
+214
625
$1.57M ﹤0.01%
38,239
-13,874
23 24
25
26 27