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
101
$364M 0.16%
5,048,958
+1,337,513
102
$346M 0.15%
8,341,155
+1,026,351
103
$336M 0.15%
1,688,023
+40,104
104
$326M 0.14%
1,678,645
+46,870
105
$326M 0.14%
10,117,926
+221,273
106
$314M 0.14%
4,077,350
+66,996
107
$311M 0.14%
6,685,746
+170,208
108
$308M 0.13%
4,844,428
-60,987
109
$295M 0.13%
1,634,480
-5,845
110
$289M 0.13%
2,810,111
-225,862
111
$279M 0.12%
52,471,238
-1,309,517
112
$272M 0.12%
507,865
+24,252
113
$255M 0.11%
2,089,302
-471,615
114
$251M 0.11%
152,573
-5,868
115
$247M 0.11%
5,394,473
-281,816
116
$245M 0.11%
13,143,128
-622,300
117
$240M 0.1%
4,852,342
+95,848
118
$234M 0.1%
7,259,966
-249,718
119
$228M 0.1%
3,441,002
-94,857
120
$228M 0.1%
874,203
-2,419,972
121
$210M 0.09%
415,738
+12,498
122
$210M 0.09%
3,144,312
-186,193
123
$209M 0.09%
1,813,456
+39,555
124
$208M 0.09%
2,326,881
-1,734,104
125
$204M 0.09%
948,239
+29,048