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
751
$234K ﹤0.01%
+1,799
752
$234K ﹤0.01%
+6,039
753
$233K ﹤0.01%
13,090
+224
754
$229K ﹤0.01%
+1,553
755
$227K ﹤0.01%
+2,355
756
$227K ﹤0.01%
47,299
+410
757
$225K ﹤0.01%
+9,134
758
$224K ﹤0.01%
+1,057
759
$223K ﹤0.01%
1,917
-1,634
760
$222K ﹤0.01%
+5,773
761
$220K ﹤0.01%
+1,647
762
$220K ﹤0.01%
+2,570
763
$212K ﹤0.01%
+2,317
764
$212K ﹤0.01%
+517
765
$211K ﹤0.01%
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766
$210K ﹤0.01%
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767
$210K ﹤0.01%
1,475
-1,023
768
$209K ﹤0.01%
+3,943
769
$209K ﹤0.01%
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770
$208K ﹤0.01%
+3,033
771
$208K ﹤0.01%
+4,000
772
$204K ﹤0.01%
+1,757
773
$204K ﹤0.01%
+3,604
774
$203K ﹤0.01%
+4,528
775
$203K ﹤0.01%
+1,975