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
901
$261K ﹤0.01%
+2,733
902
$261K ﹤0.01%
+4,563
903
$260K ﹤0.01%
+5,235
904
$260K ﹤0.01%
2,804
-1,375
905
$259K ﹤0.01%
2,819
-835
906
$254K ﹤0.01%
+3,777
907
$254K ﹤0.01%
1,247
+128
908
$253K ﹤0.01%
1,153
+71
909
$252K ﹤0.01%
+783
910
$251K ﹤0.01%
5,719
-839
911
$251K ﹤0.01%
+2,898
912
$249K ﹤0.01%
+6,527
913
$248K ﹤0.01%
7,057
-14,913
914
$247K ﹤0.01%
+5,802
915
$246K ﹤0.01%
3,068
-2,794
916
$245K ﹤0.01%
+655
917
$245K ﹤0.01%
+1,085
918
$244K ﹤0.01%
6,203
-976
919
$241K ﹤0.01%
+5,340
920
$240K ﹤0.01%
510
+1
921
$239K ﹤0.01%
+9,696
922
$238K ﹤0.01%
+801
923
$236K ﹤0.01%
9,686
-2,818
924
$234K ﹤0.01%
+1,428
925
$233K ﹤0.01%
+793