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
801
$458K ﹤0.01%
1,778
+570
802
$457K ﹤0.01%
4,190
+16
803
$454K ﹤0.01%
19,154
+7,020
804
$453K ﹤0.01%
+4,374
805
$451K ﹤0.01%
2,315
+557
806
$449K ﹤0.01%
5,115
-1,661
807
$445K ﹤0.01%
8,388
+2,316
808
$444K ﹤0.01%
+17,687
809
$440K ﹤0.01%
5,364
-10
810
$438K ﹤0.01%
2,008
-223
811
$438K ﹤0.01%
807
+30
812
$437K ﹤0.01%
11,248
+1,260
813
$435K ﹤0.01%
4,647
+324
814
$432K ﹤0.01%
8,013
+2,321
815
$432K ﹤0.01%
4,540
+241
816
$429K ﹤0.01%
+4,572
817
$425K ﹤0.01%
+2,475
818
$424K ﹤0.01%
+3,037
819
$423K ﹤0.01%
16,819
-7,521
820
$423K ﹤0.01%
15,860
-12,562
821
$420K ﹤0.01%
+15,705
822
$419K ﹤0.01%
+10,089
823
$416K ﹤0.01%
7,319
+837
824
$413K ﹤0.01%
11,800
+1,196
825
$413K ﹤0.01%
5,865
+780