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
726
$270K ﹤0.01%
1,631
-585
727
$270K ﹤0.01%
6,087
-1,301
728
$267K ﹤0.01%
3,845
-780
729
$267K ﹤0.01%
6,343
-100
730
$261K ﹤0.01%
40,455
-1,000
731
$260K ﹤0.01%
11,038
-475
732
$259K ﹤0.01%
+3,427
733
$258K ﹤0.01%
+2,014
734
$257K ﹤0.01%
+5,478
735
$257K ﹤0.01%
+4,851
736
$257K ﹤0.01%
+4,733
737
$255K ﹤0.01%
+16,806
738
$251K ﹤0.01%
100,000
739
$250K ﹤0.01%
1,017
-114
740
$250K ﹤0.01%
741
+18
741
$248K ﹤0.01%
2,094
+40
742
$247K ﹤0.01%
+3,662
743
$245K ﹤0.01%
+3,842
744
$245K ﹤0.01%
1,572
-224
745
$244K ﹤0.01%
+3,070
746
$243K ﹤0.01%
6,756
-2,629
747
$240K ﹤0.01%
8,919
-271
748
$237K ﹤0.01%
6,848
-631
749
$235K ﹤0.01%
2,012
-333
750
$235K ﹤0.01%
+2,031