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
626
$498K ﹤0.01%
14,754
-3,173
627
$496K ﹤0.01%
6,796
+2,604
628
$495K ﹤0.01%
2,026
+1,008
629
$489K ﹤0.01%
+25,746
630
$488K ﹤0.01%
7,065
-2,660
631
$486K ﹤0.01%
12,964
+597
632
$477K ﹤0.01%
11,308
-1,758
633
$470K ﹤0.01%
7,626
-2,141
634
$469K ﹤0.01%
3,001
-20,273
635
$460K ﹤0.01%
3,900
-820
636
$457K ﹤0.01%
+2,350
637
$454K ﹤0.01%
4,396
-22,237
638
$452K ﹤0.01%
11,249
+3,311
639
$451K ﹤0.01%
18,031
640
$449K ﹤0.01%
20,350
+2,751
641
$448K ﹤0.01%
31,575
-3,501
642
$448K ﹤0.01%
6,304
+849
643
$448K ﹤0.01%
8,920
+3,241
644
$445K ﹤0.01%
10,747
+518
645
$441K ﹤0.01%
2,866
-1,215
646
$437K ﹤0.01%
3,095
+1,143
647
$433K ﹤0.01%
12,809
+4,729
648
$423K ﹤0.01%
+2,409
649
$421K ﹤0.01%
+13,965
650
$420K ﹤0.01%
4,909
+517
24 25
26
27 28