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
651
$1.49M ﹤0.01%
23,934
+575
652
$1.47M ﹤0.01%
32,375
-398
653
$1.44M ﹤0.01%
28,378
-3,493
654
$1.41M ﹤0.01%
22,616
+11
655
$1.41M ﹤0.01%
+137,104
656
$1.41M ﹤0.01%
+12,613
657
$1.41M ﹤0.01%
76,924
+23,568
658
$1.41M ﹤0.01%
3
659
$1.4M ﹤0.01%
11,018
-7,003
660
$1.39M ﹤0.01%
+21,086
661
$1.39M ﹤0.01%
+148,401
662
$1.39M ﹤0.01%
+54,077
663
$1.38M ﹤0.01%
720,243
+114,715
664
$1.37M ﹤0.01%
27,624
-3,618
665
$1.36M ﹤0.01%
19,429
+852
666
$1.35M ﹤0.01%
10,398
+1,101
667
$1.34M ﹤0.01%
1,662
668
$1.33M ﹤0.01%
+34,886
669
$1.32M ﹤0.01%
58,987
-35,130
670
$1.29M ﹤0.01%
29,017
-4,876
671
$1.28M ﹤0.01%
+48,430
672
$1.27M ﹤0.01%
+27,094
673
$1.25M ﹤0.01%
24,043
-236
674
$1.25M ﹤0.01%
+78,041
675
$1.24M ﹤0.01%
58,873
-7,489