Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$1.58B
2 +$1.49B
3 +$839M
4
MSFT icon
Microsoft
MSFT
+$566M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$555M

Top Sells

1 +$1.27B
2 +$920M
3 +$682M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$567M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$291M

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
1051
-4,928
1052
-6,188
1053
-21,122
1054
-4,158
1055
-209,130
1056
-160,346
1057
-62,202
1058
-130,280
1059
-2,234
1060
-1,861
1061
-5,878
1062
-4,882
1063
$0 ﹤0.01%
4,134,941
+318
1064
-4,492
1065
-62,372
1066
-75,169
1067
-435,451
1068
-27,569