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
151
$93.5M 0.07%
175,548
-1,671
152
$92.3M 0.07%
1,706,679
+9,135
153
$92.3M 0.07%
2,752,505
+32,181
154
$90M 0.07%
201,567
-2,201
155
$89.8M 0.07%
316,987
+2,004
156
$89.6M 0.07%
1,242,490
-22,164
157
$89.5M 0.07%
2,566,318
-30,680
158
$89.4M 0.07%
4,318,539
-39,772
159
$88.8M 0.07%
6,151,165
-39,702
160
$88.8M 0.07%
763,884
-5,257
161
$87.8M 0.07%
2,565,798
-19,557
162
$87.5M 0.07%
1,111,185
+18,197
163
$86.7M 0.06%
3,609,672
-33,812
164
$85.9M 0.06%
420,717
-9,406
165
$85.8M 0.06%
1,346,015
-31,632
166
$85.8M 0.06%
969,025
+71,986
167
$85.8M 0.06%
336,906
-15,571
168
$85.6M 0.06%
335,044
+63,212
169
$84.9M 0.06%
895,163
-9,806
170
$84.3M 0.06%
1,406,932
-10,272
171
$83.2M 0.06%
212,274
-3,065
172
$79.7M 0.06%
1,079,396
-7,891
173
$79.3M 0.06%
527,159
-20,094
174
$79M 0.06%
1,569,412
+148,994
175
$78.2M 0.06%
1,773,261
+153,663