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
$230B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1 +$1.5B
2 +$1.49B
3 +$814M
4
MSFT icon
Microsoft
MSFT
+$599M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$559M

Top Sells

1 +$1.27B
2 +$927M
3 +$722M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$631M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$315M

Sector Composition

1 Technology 30.6%
2 Financials 11.61%
3 Healthcare 9.91%
4 Consumer Discretionary 9.26%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$524K ﹤0.01%
8,290
-1,799
777
$523K ﹤0.01%
+35,215
778
$520K ﹤0.01%
7,059
-188
779
$510K ﹤0.01%
2,548
+450
780
$509K ﹤0.01%
7,861
+94
781
$507K ﹤0.01%
2,071
-18
782
$504K ﹤0.01%
3,415
-475
783
$503K ﹤0.01%
12,507
+101
784
$500K ﹤0.01%
+336
785
$499K ﹤0.01%
6,463
-2,548
786
$492K ﹤0.01%
6,000
-25
787
$490K ﹤0.01%
3,070
+590
788
$484K ﹤0.01%
828
-46
789
$483K ﹤0.01%
5,674
+196
790
$481K ﹤0.01%
+3,199
791
$480K ﹤0.01%
+3,189
792
$478K ﹤0.01%
4,029
-2,860
793
$478K ﹤0.01%
15,446
+1,316
794
$476K ﹤0.01%
+6,372
795
$476K ﹤0.01%
+15,079
796
$474K ﹤0.01%
15,373
+1,224
797
$472K ﹤0.01%
21,717
-12,459
798
$470K ﹤0.01%
9,918
-272
799
$465K ﹤0.01%
1,990
+811
800
$464K ﹤0.01%
1,403
+364