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
101
$284M 0.19%
15,742,381
-1,227,296
102
$281M 0.19%
2,284,011
+2,205,414
103
$280M 0.19%
4,980,535
-426,627
104
$279M 0.19%
5,818,814
+5,803,056
105
$271M 0.18%
4,407,355
+62,018
106
$264M 0.18%
4,522,290
-87,359
107
$259M 0.18%
5,784,451
+507,226
108
$257M 0.17%
3,303,331
+142,606
109
$254M 0.17%
4,864,249
+377,999
110
$248M 0.17%
2,528,913
+278,653
111
$246M 0.17%
1,160,864
-992,250
112
$242M 0.16%
8,767,350
+766,660
113
$221M 0.15%
8,181,644
-141,275
114
$216M 0.15%
5,487,475
-30,382
115
$214M 0.14%
5,197,656
+315,297
116
$214M 0.14%
253,171
-25,806
117
$206M 0.14%
1,524,365
+56,230
118
$204M 0.14%
4,468,523
-2,616,911
119
$203M 0.14%
1,847,102
+1,357,636
120
$201M 0.14%
3,520,451
-132,039
121
$199M 0.13%
8,719,654
-333,397
122
$196M 0.13%
793,941
+31,164
123
$188M 0.13%
17,615,463
-2,516,895
124
$185M 0.13%
4,755,056
+322,303
125
$183M 0.12%
4,472,280
+4,931