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
$133B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$393M
2 +$342M
3 +$238M
4
MSFT icon
Microsoft
MSFT
+$228M
5
TTE icon
TotalEnergies
TTE
+$222M

Top Sells

1 +$418M
2 +$139M
3 +$39.8M
4
EQNR icon
Equinor
EQNR
+$28.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 12.45%
3 Financials 11.9%
4 Healthcare 10.14%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$371M 0.28%
39,336,026
+2,153,049
77
$369M 0.28%
6,955,065
+295,966
78
$359M 0.27%
20,490,925
+2,991
79
$342M 0.26%
10,141,421
+228,269
80
$337M 0.25%
2,116,250
+168,710
81
$328M 0.25%
3,742,220
-82,520
82
$324M 0.24%
106,227,829
+5,583,235
83
$322M 0.24%
19,011,469
-8,182,985
84
$321M 0.24%
7,778,829
+433,469
85
$309M 0.23%
14,132,349
+814,389
86
$303M 0.23%
1,394,205
+19,458
87
$290M 0.22%
843,841
+65,024
88
$274M 0.21%
4,459,303
-36,230
89
$273M 0.2%
704,788
-12,481
90
$250M 0.19%
17,167,991
-210,296
91
$249M 0.19%
1,145,913
+2,294
92
$241M 0.18%
2,762,320
+27,003
93
$231M 0.17%
1,970,711
+162,871
94
$225M 0.17%
420,482
+48,360
95
$224M 0.17%
10,932,197
+3,182,519
96
$224M 0.17%
5,580,379
+63,195
97
$217M 0.16%
4,140,167
-2,335
98
$205M 0.15%
5,114,371
+195,309
99
$202M 0.15%
2,039,867
+308,295
100
$196M 0.15%
2,048,267
-7,053