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
851
$352K ﹤0.01%
1,172
+321
852
$351K ﹤0.01%
+3,490
853
$350K ﹤0.01%
5,146
-1,250
854
$350K ﹤0.01%
4,274
+7
855
$349K ﹤0.01%
4,473
-1
856
$348K ﹤0.01%
1,348
+110
857
$344K ﹤0.01%
3,439
+1,333
858
$342K ﹤0.01%
6,390
+372
859
$339K ﹤0.01%
4,216
+1,531
860
$331K ﹤0.01%
1,939
-1,334
861
$331K ﹤0.01%
+1,570
862
$328K ﹤0.01%
+2,581
863
$328K ﹤0.01%
+4,044
864
$325K ﹤0.01%
3,465
-895
865
$318K ﹤0.01%
1,007
-223
866
$318K ﹤0.01%
3,252
+155
867
$316K ﹤0.01%
2,861
+613
868
$313K ﹤0.01%
5,529
-3,837
869
$313K ﹤0.01%
1,721
-316
870
$312K ﹤0.01%
2,046
+38
871
$312K ﹤0.01%
1,534
+116
872
$311K ﹤0.01%
8,735
-981
873
$310K ﹤0.01%
+3,019
874
$307K ﹤0.01%
+2,017
875
$305K ﹤0.01%
5,263
+1,470