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
101
$191M 0.14%
6,750,860
+169,119
102
$189M 0.14%
38,229,640
+2,141,568
103
$178M 0.13%
2,057,888
+66,058
104
$177M 0.13%
580,233
+41,153
105
$172M 0.13%
312,502
+54,501
106
$167M 0.13%
1,051,020
-79,816
107
$165M 0.12%
828,318
-15,482
108
$165M 0.12%
3,116,269
+186,811
109
$163M 0.12%
3,944,027
+1,012,743
110
$162M 0.12%
3,243,936
-795,396
111
$157M 0.12%
26,867,629
-76,889
112
$154M 0.12%
6,673,153
-22,395
113
$152M 0.11%
395,673
-7,268
114
$150M 0.11%
32,927,068
-1,574,174
115
$146M 0.11%
5,124,520
+440,620
116
$145M 0.11%
674,431
-10,349
117
$142M 0.11%
2,997,971
+209,269
118
$137M 0.1%
2,282,382
+192,822
119
$136M 0.1%
572,483
+10,712
120
$133M 0.1%
567,140
+96,543
121
$131M 0.1%
30,182,930
-1,358,582
122
$128M 0.1%
3,913,595
-106,908
123
$127M 0.09%
761,800
-22,326
124
$127M 0.09%
971,681
+683
125
$122M 0.09%
3,237,521
-302,851