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
51
$687M 0.51%
3,487,738
+189,480
52
$676M 0.51%
40,304,435
+159,496
53
$658M 0.49%
4,256,765
+201,679
54
$653M 0.49%
2,475,675
+145,095
55
$635M 0.48%
9,270,283
+392,165
56
$631M 0.47%
2,574,059
+139,236
57
$623M 0.47%
19,856,484
+127,678
58
$621M 0.47%
47,543,280
+4,479,760
59
$608M 0.46%
13,221,275
+240,301
60
$566M 0.42%
16,094,646
+5,108,848
61
$545M 0.41%
7,796,725
+308,003
62
$510M 0.38%
8,745,206
+158,555
63
$509M 0.38%
5,578,633
+386,233
64
$504M 0.38%
1,606,643
+146,515
65
$477M 0.36%
5,643,730
+214,786
66
$452M 0.34%
9,575,590
+676,870
67
$443M 0.33%
14,639,295
+751,617
68
$442M 0.33%
39,372,571
+886,675
69
$427M 0.32%
15,258,045
+678,699
70
$423M 0.32%
5,915,155
+520,309
71
$419M 0.31%
1,865,053
-71
72
$416M 0.31%
248,271
+36,577
73
$415M 0.31%
11,477,224
+19,632
74
$389M 0.29%
3,320,764
+289,959
75
$386M 0.29%
5,546,255
+4,985