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
826
-18,817
827
-10,365
828
-181,231
829
-5,528
830
-17,455
831
-11,914
832
-9,607
833
-3,042
834
-15,410
835
-2,031
836
-2,707
837
-2,651
838
-12,200
839
-5,252
840
-8,930
841
-12,598