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
676
$355K ﹤0.01%
1,164
+416
677
$355K ﹤0.01%
+3,266
678
$345K ﹤0.01%
3,415
-808
679
$345K ﹤0.01%
2,279
+174
680
$345K ﹤0.01%
+2,594
681
$344K ﹤0.01%
+2,086
682
$342K ﹤0.01%
3,409
+760
683
$341K ﹤0.01%
3,262
-1,514
684
$340K ﹤0.01%
4,148
-1,232
685
$337K ﹤0.01%
4,482
-326
686
$334K ﹤0.01%
+5,634
687
$333K ﹤0.01%
1,012
+111
688
$332K ﹤0.01%
5,026
-417
689
$332K ﹤0.01%
16,794
-7,844
690
$329K ﹤0.01%
973
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$328K ﹤0.01%
5,622
-15
692
$327K ﹤0.01%
+6,830
693
$320K ﹤0.01%
8,878
694
$320K ﹤0.01%
+2,238
695
$318K ﹤0.01%
1,528
-22
696
$318K ﹤0.01%
3,155
-188
697
$315K ﹤0.01%
+982
698
$312K ﹤0.01%
10,641
+1,635
699
$310K ﹤0.01%
5,589
-2,481
700
$309K ﹤0.01%
2,313
+595