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
776
$203K ﹤0.01%
+4,495
777
$202K ﹤0.01%
+3,756
778
$202K ﹤0.01%
+10,000
779
$202K ﹤0.01%
993
-1,220
780
$202K ﹤0.01%
+12,568
781
$202K ﹤0.01%
+7,636
782
$202K ﹤0.01%
+1,435
783
$201K ﹤0.01%
+1,927
784
$200K ﹤0.01%
18,554
785
$200K ﹤0.01%
22,181
-11,269
786
$200K ﹤0.01%
+6,111
787
$197K ﹤0.01%
57,850
788
$157K ﹤0.01%
36,150
-22,840
789
$147K ﹤0.01%
+13,393
790
$113K ﹤0.01%
15,255
791
$100K ﹤0.01%
40,183
-20,400
792
$91K ﹤0.01%
17,234
-6,785
793
$87K ﹤0.01%
1,629
-50
794
$81K ﹤0.01%
10,265
-12,501
795
$76K ﹤0.01%
38,820
+20,397
796
$65K ﹤0.01%
17,270
797
$48K ﹤0.01%
503
+262
798
$43K ﹤0.01%
10,899
-190
799
$36K ﹤0.01%
+11,645
800
$26K ﹤0.01%
+10,200