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
126
$122M 0.09%
1,035,012
-9,458
127
$122M 0.09%
1,261,126
-16,004
128
$120M 0.09%
121,102
-2,241
129
$120M 0.09%
613,647
+4,355
130
$119M 0.09%
553,294
+7,785
131
$116M 0.09%
+1,621,948
132
$113M 0.08%
2,735,892
-12,318
133
$111M 0.08%
500,977
-5,255
134
$110M 0.08%
580,580
-1,706
135
$108M 0.08%
238,023
+19,410
136
$106M 0.08%
803,808
+4,308
137
$106M 0.08%
1,121,687
-11,093
138
$105M 0.08%
2,915,510
+119,530
139
$104M 0.08%
279,474
-89
140
$103M 0.08%
651,406
-26,559
141
$102M 0.08%
1,771,079
+6,761
142
$102M 0.08%
141,523
+19,478
143
$101M 0.08%
1,489,499
-142,117
144
$99.9M 0.07%
1,979,070
+147,894
145
$98.3M 0.07%
706,576
+59,572
146
$97.7M 0.07%
1,466,006
+17,466
147
$96.5M 0.07%
588,363
+23,326
148
$96M 0.07%
164,699
-2,703
149
$94.7M 0.07%
509,534
+501,174
150
$93.6M 0.07%
2,543,887
+45,863