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
676
$1.23M ﹤0.01%
+4,419
677
$1.23M ﹤0.01%
+32,912
678
$1.22M ﹤0.01%
+50,839
679
$1.22M ﹤0.01%
24,790
-20
680
$1.19M ﹤0.01%
83,579
+609
681
$1.18M ﹤0.01%
4,733
-297
682
$1.17M ﹤0.01%
8,645
+588
683
$1.15M ﹤0.01%
44,003
-7,004
684
$1.15M ﹤0.01%
14,596
+8,854
685
$1.11M ﹤0.01%
89,522
+49,353
686
$1.11M ﹤0.01%
36,756
-3,639
687
$1.11M ﹤0.01%
12,884
-761
688
$1.08M ﹤0.01%
+122,358
689
$1.08M ﹤0.01%
8,679
-2,634
690
$1.08M ﹤0.01%
13,598
-6,661
691
$1.07M ﹤0.01%
12,613
-873
692
$1.07M ﹤0.01%
21,503
+482
693
$1.06M ﹤0.01%
3,173
+983
694
$1.05M ﹤0.01%
5,772
-587
695
$1.05M ﹤0.01%
10,356
+68
696
$1.04M ﹤0.01%
41,334
+5,796
697
$1.04M ﹤0.01%
+216,640
698
$1.04M ﹤0.01%
17,102
699
$1.04M ﹤0.01%
9,064
+1,334
700
$1.03M ﹤0.01%
7,307
+4,369