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

Top Sells

1
+$688M
2
+$482M
3
+$381M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$370M
5
META icon
Meta Platforms (Facebook)
META
+$324M

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
51
$897M 0.61%
3,667,768
+90,944
52
$892M 0.6%
12,894,554
-33,860
53
$889M 0.6%
8,812,201
+237,021
54
$884M 0.6%
17,281,870
-7,227,835
55
$870M 0.59%
9,362,367
+686,514
56
$814M 0.55%
6,900,543
-22,849
57
$792M 0.54%
9,471,970
+9,013
58
$776M 0.52%
2,912,984
+357,700
59
$772M 0.52%
7,697,083
+86,509
60
$768M 0.52%
5,624,780
+170,915
61
$759M 0.51%
5,093,983
+300,077
62
$757M 0.51%
21,911,756
+724,666
63
$733M 0.5%
22,129,304
+1,738,982
64
$714M 0.48%
11,359,972
+6,791,842
65
$677M 0.46%
38,622,921
-642,836
66
$674M 0.46%
6,532,911
-231,882
67
$667M 0.45%
13,780,653
-204,875
68
$663M 0.45%
4,676,072
+81,145
69
$651M 0.44%
53,466,436
+1,913,993
70
$646M 0.44%
11,554,300
-3,602,110
71
$638M 0.43%
20,609,867
+408,674
72
$636M 0.43%
20,864,281
+196,230
73
$627M 0.42%
4,620,033
+1,616,949
74
$590M 0.4%
8,702,421
-240,500
75
$579M 0.39%
16,569,647
+547,709
1 2
3
4 5