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
751
$583K ﹤0.01%
27,570
-783,572
752
$554K ﹤0.01%
5,325
+891
753
$546K ﹤0.01%
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-492
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$532K ﹤0.01%
9,474
-2,183
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13,226
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27,452
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5,180
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$428K ﹤0.01%
6,525
-1,967
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-2,368
774
$423K ﹤0.01%
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$422K ﹤0.01%
10,185
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