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
126
$203M 0.09%
13,984,350
-1,045,145
127
$198M 0.09%
1,467,308
+180,925
128
$198M 0.09%
4,457,238
+29,710
129
$195M 0.08%
1,544,906
+58,927
130
$194M 0.08%
2,054,989
-86,706
131
$183M 0.08%
4,007,853
-59,244
132
$181M 0.08%
2,215,201
+103,530
133
$179M 0.08%
650,030
+46,086
134
$178M 0.08%
4,478,574
-22,036
135
$176M 0.08%
15,722,398
-533,576
136
$169M 0.07%
768,421
-13,539
137
$168M 0.07%
1,933,855
-8,303,921
138
$165M 0.07%
4,047,742
-94,943
139
$157M 0.07%
1,474,158
+26,283
140
$156M 0.07%
13,686,191
-539,015
141
$150M 0.07%
2,146,704
+34,254
142
$150M 0.07%
2,133,121
+56,856
143
$144M 0.06%
2,949,221
-153,932
144
$142M 0.06%
63,604,592
-1,946,194
145
$142M 0.06%
1,836,885
-65,811
146
$139M 0.06%
518,363
-6,372
147
$135M 0.06%
2,249,082
+363,072
148
$131M 0.06%
2,790,119
-282,057
149
$125M 0.05%
683,101
-112,248
150
$124M 0.05%
1,616,747
-80,263