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
676
$1.02M ﹤0.01%
64,306
+5,049
677
$1.01M ﹤0.01%
3,341
+311
678
$1.01M ﹤0.01%
3,482
+1,011
679
$1.01M ﹤0.01%
73,301
+4,890
680
$1.01M ﹤0.01%
7,914
-4,958
681
$1.01M ﹤0.01%
39,937
+6,722
682
$989K ﹤0.01%
86,338
683
$981K ﹤0.01%
41,550
684
$978K ﹤0.01%
38,620
685
$973K ﹤0.01%
+1,285
686
$971K ﹤0.01%
34,649
-4,288
687
$961K ﹤0.01%
140,695
688
$961K ﹤0.01%
6,077
-65
689
$955K ﹤0.01%
11,370
-1,154
690
$927K ﹤0.01%
3,707
+2,868
691
$913K ﹤0.01%
47,520
+17,636
692
$912K ﹤0.01%
36,961
-4,085
693
$910K ﹤0.01%
20,791
-117,012
694
$906K ﹤0.01%
13,204
+110
695
$897K ﹤0.01%
3,705
-1,269
696
$895K ﹤0.01%
18,385
-1,581
697
$883K ﹤0.01%
5,504
-415
698
$882K ﹤0.01%
105,833
699
$866K ﹤0.01%
23,573
+279
700
$866K ﹤0.01%
12,132
+3,294