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
76
$572M 0.39%
7,672,618
+133,880
77
$568M 0.38%
9,458,353
+184,847
78
$554M 0.37%
47,659,333
+2,689,124
79
$508M 0.34%
1,309,167
+108,079
80
$500M 0.34%
2,271,641
+151,004
81
$498M 0.34%
20,125,223
+863,759
82
$475M 0.32%
5,465,420
+323,981
83
$447M 0.3%
12,720,586
+548,735
84
$444M 0.3%
1,263,767
+103,040
85
$428M 0.29%
145,100,488
+5,489,652
86
$389M 0.26%
3,998,596
-1,312,851
87
$389M 0.26%
7,727,126
+758,405
88
$384M 0.26%
25,179,350
+1,462,285
89
$361M 0.24%
840,939
+138,386
90
$354M 0.24%
3,486,662
+3,276,372
91
$350M 0.24%
5,468,601
+440,524
92
$340M 0.23%
3,217,744
+1,235,805
93
$339M 0.23%
4,999,498
+59,141
94
$338M 0.23%
3,838,270
-323,998
95
$332M 0.22%
1,039,711
+930,095
96
$328M 0.22%
54,647,189
+721,686
97
$312M 0.21%
5,630,578
+120,648
98
$306M 0.21%
18,051,341
-1,995,060
99
$295M 0.2%
8,628,746
-667,630
100
$289M 0.2%
3,254,439
-74,599