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
701
$850K ﹤0.01%
37,107
-40
702
$838K ﹤0.01%
25,285
-200,506
703
$816K ﹤0.01%
+9,505
704
$813K ﹤0.01%
183,084
705
$805K ﹤0.01%
13,565
-6,680
706
$797K ﹤0.01%
5,646
-352
707
$795K ﹤0.01%
58,145
+19,008
708
$795K ﹤0.01%
271,337
+74,820
709
$792K ﹤0.01%
24,600
+37
710
$785K ﹤0.01%
31,582
711
$781K ﹤0.01%
7,313
+870
712
$772K ﹤0.01%
1,759
+617
713
$770K ﹤0.01%
9,835
+4,858
714
$766K ﹤0.01%
+20,190
715
$761K ﹤0.01%
11,798
-727
716
$755K ﹤0.01%
+73,527
717
$751K ﹤0.01%
8,847
-8,053
718
$748K ﹤0.01%
27,697
+8,538
719
$746K ﹤0.01%
8,355
+2,352
720
$732K ﹤0.01%
19,368
-169,412
721
$725K ﹤0.01%
1,891
+524
722
$723K ﹤0.01%
148,501
+100
723
$717K ﹤0.01%
3,927
+2,399
724
$713K ﹤0.01%
27,490
+30
725
$707K ﹤0.01%
+33,409