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
651
$419K ﹤0.01%
9,005
-31
652
$417K ﹤0.01%
+1,615
653
$414K ﹤0.01%
10,786
-370
654
$412K ﹤0.01%
3,427
+1
655
$409K ﹤0.01%
7,085
+9
656
$407K ﹤0.01%
15,714
-7,809
657
$406K ﹤0.01%
3,468
+167
658
$400K ﹤0.01%
6,863
+642
659
$391K ﹤0.01%
+1,860
660
$390K ﹤0.01%
10,497
+139
661
$388K ﹤0.01%
4,657
+1,289
662
$388K ﹤0.01%
1,500
-655
663
$385K ﹤0.01%
6,405
+1,541
664
$385K ﹤0.01%
1,484
+323
665
$385K ﹤0.01%
+22,944
666
$378K ﹤0.01%
+2,966
667
$378K ﹤0.01%
+6,454
668
$377K ﹤0.01%
15,325
+2,110
669
$376K ﹤0.01%
5,505
+200
670
$374K ﹤0.01%
2,096
-753
671
$372K ﹤0.01%
4,625
-4,817
672
$362K ﹤0.01%
5,057
+761
673
$360K ﹤0.01%
937
-186
674
$359K ﹤0.01%
58,154
-28,872
675
$358K ﹤0.01%
5,776
+2,270