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
51
$1.39B 0.6%
6,141,689
+164,653
52
$1.35B 0.59%
6,601,729
+214,387
53
$1.33B 0.58%
9,622,200
+180,588
54
$1.26B 0.55%
1,606,138
+151,521
55
$1.23B 0.53%
7,432,188
+480,073
56
$1.22B 0.53%
21,311,586
+810,408
57
$1.17B 0.51%
68,021,521
+2,069,488
58
$1.12B 0.49%
17,042,364
+547,525
59
$1.11B 0.48%
4,436,341
+118,073
60
$1.09B 0.48%
10,516,289
+324,480
61
$1.08B 0.47%
39,751,844
+700,217
62
$1.02B 0.45%
7,009,439
+386,640
63
$983M 0.43%
14,786,213
+696,565
64
$974M 0.42%
4,830,489
-210,889
65
$905M 0.39%
1,888,008
-197,758
66
$892M 0.39%
7,799,971
+266,521
67
$890M 0.39%
11,434,950
-264,095
68
$883M 0.38%
13,997,571
+317,191
69
$859M 0.37%
15,612,223
+1,302,003
70
$845M 0.37%
67,347,842
+4,825,153
71
$835M 0.36%
4,589,507
+254,674
72
$828M 0.36%
1,656,491
+45,801
73
$796M 0.35%
23,799,629
+871,784
74
$788M 0.34%
7,935,049
+429,642
75
$787M 0.34%
21,813,284
+1,298,361