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
$148B
AUM Growth
+$14.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$828M
2 +$564M
3 +$427M
4
AMD icon
Advanced Micro Devices
AMD
+$420M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$332M

Sector Composition

1 Technology 25.02%
2 Financials 12.11%
3 Healthcare 10.27%
4 Consumer Discretionary 8.74%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$266K ﹤0.01%
9,539
+43
852
$262K ﹤0.01%
4,265
+21
853
$258K ﹤0.01%
3,660
+125
854
$257K ﹤0.01%
+2,004
855
$252K ﹤0.01%
3,509
-6,310
856
$251K ﹤0.01%
+1,081
857
$248K ﹤0.01%
+9,076
858
$245K ﹤0.01%
+5,339
859
$244K ﹤0.01%
+7,426
860
$244K ﹤0.01%
+7,210
861
$242K ﹤0.01%
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$242K ﹤0.01%
+473
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$241K ﹤0.01%
+5,167
864
$240K ﹤0.01%
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865
$238K ﹤0.01%
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$238K ﹤0.01%
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867
$236K ﹤0.01%
+1,953
868
$235K ﹤0.01%
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869
$235K ﹤0.01%
+1,255
870
$233K ﹤0.01%
15,477
-534
871
$232K ﹤0.01%
1,415
-918
872
$231K ﹤0.01%
+7,409
873
$228K ﹤0.01%
7,161
874
$226K ﹤0.01%
7,111
-624
875
$226K ﹤0.01%
4,957
-2,475