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
826
$411K ﹤0.01%
+3,472
827
$411K ﹤0.01%
14,855
-277
828
$410K ﹤0.01%
6,421
-8
829
$409K ﹤0.01%
1,046
-97
830
$405K ﹤0.01%
+831
831
$404K ﹤0.01%
5,311
+2,409
832
$396K ﹤0.01%
+2,896
833
$390K ﹤0.01%
9,468
+495
834
$382K ﹤0.01%
1,935
+10
835
$381K ﹤0.01%
2,366
-1,308
836
$375K ﹤0.01%
16,450
+6,346
837
$374K ﹤0.01%
6,732
-341
838
$369K ﹤0.01%
288
-31
839
$367K ﹤0.01%
4,470
+1,990
840
$367K ﹤0.01%
+4,322
841
$366K ﹤0.01%
5,363
+1,180
842
$366K ﹤0.01%
2,663
-485
843
$365K ﹤0.01%
+7,039
844
$363K ﹤0.01%
3,874
+221
845
$360K ﹤0.01%
13,800
846
$358K ﹤0.01%
+5,393
847
$355K ﹤0.01%
43,182
848
$353K ﹤0.01%
17,772
+3,383
849
$352K ﹤0.01%
5,082
+1,303
850
$352K ﹤0.01%
9,872