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

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
726
$798K ﹤0.01%
93,708
727
$795K ﹤0.01%
7,465
-1,766
728
$793K ﹤0.01%
68,569
729
$782K ﹤0.01%
11,214
+5,900
730
$780K ﹤0.01%
36,226
-9,300
731
$744K ﹤0.01%
4,740
-94
732
$716K ﹤0.01%
8,069
-116
733
$691K ﹤0.01%
+37,287
734
$690K ﹤0.01%
22,247
-1,948
735
$686K ﹤0.01%
2,569
+461
736
$670K ﹤0.01%
10,053
+587
737
$655K ﹤0.01%
+23,334
738
$645K ﹤0.01%
10,079
+277
739
$643K ﹤0.01%
9,400
+22
740
$641K ﹤0.01%
5,732
-749
741
$641K ﹤0.01%
5,544
-916
742
$637K ﹤0.01%
5,470
+468
743
$636K ﹤0.01%
2,064
-113
744
$628K ﹤0.01%
6,287
-351
745
$628K ﹤0.01%
+26,000
746
$615K ﹤0.01%
112,832
+1,200
747
$612K ﹤0.01%
6,463
+1,876
748
$600K ﹤0.01%
2,419
+1,392
749
$595K ﹤0.01%
7,224
-5,380
750
$595K ﹤0.01%
13,818
-194