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
76
$787M 0.34%
2,840,172
+137,048
77
$776M 0.34%
9,955,985
+302,574
78
$765M 0.33%
3,242,049
-6,363
79
$764M 0.33%
8,271,606
+644,728
80
$761M 0.33%
3,212,303
+139,570
81
$733M 0.32%
9,719,975
-430,330
82
$723M 0.31%
16,339,497
+4,515,913
83
$686M 0.3%
1,835,925
+175,296
84
$682M 0.3%
17,706,481
+2,038,221
85
$674M 0.29%
2,049,840
-16,066
86
$667M 0.29%
29,810,721
-34,462
87
$660M 0.29%
13,598,502
-349,081
88
$655M 0.29%
141,574,002
-190,506
89
$651M 0.28%
38,321,400
+4,239,070
90
$602M 0.26%
6,630,112
+121,681
91
$565M 0.25%
9,719,685
+426,299
92
$524M 0.23%
5,091,680
+75,891
93
$518M 0.23%
51,681,220
-1,012,337
94
$504M 0.22%
4,732,217
+348,335
95
$486M 0.21%
2,647,868
-44,847
96
$477M 0.21%
4,884,575
+215,516
97
$450M 0.2%
4,845,011
-467,932
98
$439M 0.19%
7,531,241
+606,778
99
$423M 0.18%
5,103,995
-1,047,277
100
$416M 0.18%
5,284,329
+355,906