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
951
$207K ﹤0.01%
+2,340
952
$206K ﹤0.01%
+2,539
953
$205K ﹤0.01%
2,291
-317
954
$204K ﹤0.01%
+4,582
955
$201K ﹤0.01%
+2,173
956
$195K ﹤0.01%
16,068
957
$190K ﹤0.01%
22,462
-6,090
958
$182K ﹤0.01%
+11,108
959
$175K ﹤0.01%
40,500
-3,500
960
$174K ﹤0.01%
21,222
+9,195
961
$173K ﹤0.01%
12,261
-4,684
962
$171K ﹤0.01%
10,490
+421
963
$167K ﹤0.01%
+12,000
964
$121K ﹤0.01%
+10,517
965
$120K ﹤0.01%
+11,531
966
$95.2K ﹤0.01%
16,000
967
$76.8K ﹤0.01%
56,072
+1,090
968
$62.2K ﹤0.01%
+2,294
969
$60.7K ﹤0.01%
+10,528
970
$58.4K ﹤0.01%
+21,319
971
$54.2K ﹤0.01%
+12,874
972
$49.9K ﹤0.01%
+17,900
973
$46.9K ﹤0.01%
+18,259
974
$46.7K ﹤0.01%
+10,000
975
$46.5K ﹤0.01%
+55,360