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
651
$1.21M ﹤0.01%
566,941
+94,024
652
$1.21M ﹤0.01%
6,952
+5,770
653
$1.21M ﹤0.01%
25,156
-23,530
654
$1.2M ﹤0.01%
289,363
+30,868
655
$1.2M ﹤0.01%
7,236
+5,003
656
$1.19M ﹤0.01%
11,970
-3
657
$1.18M ﹤0.01%
+8,090
658
$1.17M ﹤0.01%
6,434
+2,662
659
$1.16M ﹤0.01%
21,613
+11,644
660
$1.15M ﹤0.01%
270,885
661
$1.15M ﹤0.01%
13,886
-1,394
662
$1.15M ﹤0.01%
52,127
663
$1.14M ﹤0.01%
35,148
664
$1.13M ﹤0.01%
+24,156
665
$1.13M ﹤0.01%
70,566
666
$1.11M ﹤0.01%
112,387
+755
667
$1.11M ﹤0.01%
5,071
+238
668
$1.11M ﹤0.01%
13,424
-75
669
$1.1M ﹤0.01%
+9,285
670
$1.1M ﹤0.01%
18,163
+5,524
671
$1.09M ﹤0.01%
43,204
+19,140
672
$1.07M ﹤0.01%
7,197
-30
673
$1.04M ﹤0.01%
4,842
+1,467
674
$1.04M ﹤0.01%
41,152
675
$1.03M ﹤0.01%
48,135
+18,558