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

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
626
$1.68M ﹤0.01%
4,384
+1,567
627
$1.68M ﹤0.01%
603,998
+175,957
628
$1.68M ﹤0.01%
36,154
-6,122
629
$1.64M ﹤0.01%
35,973
+1,021
630
$1.64M ﹤0.01%
25,882
-2,831
631
$1.63M ﹤0.01%
3,348
+777
632
$1.62M ﹤0.01%
12,527
-12,317
633
$1.61M ﹤0.01%
+160,075
634
$1.6M ﹤0.01%
30,650
+24,786
635
$1.59M ﹤0.01%
163,090
+15
636
$1.59M ﹤0.01%
+10,001
637
$1.59M ﹤0.01%
8,595
-272,702
638
$1.56M ﹤0.01%
36,559
+3
639
$1.55M ﹤0.01%
+55,041
640
$1.55M ﹤0.01%
+48,366
641
$1.54M ﹤0.01%
13,744
+2,221
642
$1.54M ﹤0.01%
12,690
-3,872
643
$1.52M ﹤0.01%
164,202
644
$1.52M ﹤0.01%
7,424
-2,465
645
$1.52M ﹤0.01%
+7,487
646
$1.51M ﹤0.01%
65,219
647
$1.51M ﹤0.01%
+48,457
648
$1.5M ﹤0.01%
91,648
-13
649
$1.5M ﹤0.01%
+115,116
650
$1.49M ﹤0.01%
35,606
+14,053