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
701
$307K ﹤0.01%
6,578
-2,691
702
$305K ﹤0.01%
9,531
+2,152
703
$303K ﹤0.01%
7,122
704
$302K ﹤0.01%
15,095
-5,755
705
$296K ﹤0.01%
+5,350
706
$293K ﹤0.01%
2,144
+395
707
$292K ﹤0.01%
5,501
+94
708
$292K ﹤0.01%
18,850
-3,035
709
$292K ﹤0.01%
+1,110
710
$292K ﹤0.01%
17,819
+541
711
$290K ﹤0.01%
2,199
-15
712
$288K ﹤0.01%
9,700
-4,140
713
$287K ﹤0.01%
1,078
-1,031
714
$287K ﹤0.01%
2,047
-61
715
$287K ﹤0.01%
1,284
+179
716
$285K ﹤0.01%
2,844
+19
717
$285K ﹤0.01%
3,114
-222
718
$285K ﹤0.01%
3,114
+671
719
$282K ﹤0.01%
+4,419
720
$281K ﹤0.01%
3,212
721
$281K ﹤0.01%
1,106
-105
722
$278K ﹤0.01%
+5,536
723
$278K ﹤0.01%
+2,533
724
$277K ﹤0.01%
3,730
-1,509
725
$273K ﹤0.01%
+7,520