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
976
$36.1K ﹤0.01%
10,749
-1,339
977
$34.6K ﹤0.01%
1,224
-922
978
$33.6K ﹤0.01%
+3,483
979
$19.1K ﹤0.01%
+862
980
$17.6K ﹤0.01%
+869
981
$8.83K ﹤0.01%
+720
982
$6.85K ﹤0.01%
+10,270
983
$3.15K ﹤0.01%
+21,554
984
$1.74K ﹤0.01%
+40,500
985
-673
986
-22,500
987
-10,500
988
-5,500
989
-23,631
990
-16,520
991
-29,400
992
-12,646
993
-8,469
994
-38,411
995
-7,601
996
-3,616
997
-571,604
998
-2,260
999
-251
1000
-12,215