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
151
$113M 0.08%
1,498,581
+187,220
152
$113M 0.08%
871,155
+173,256
153
$111M 0.08%
2,819,875
+287,530
154
$109M 0.07%
368,999
+9,077
155
$105M 0.07%
1,791,123
-62,881
156
$105M 0.07%
2,267,776
+17,896
157
$102M 0.07%
1,399,030
-99,441
158
$100M 0.07%
322,952
+8,901
159
$100M 0.07%
1,955,743
-99,745
160
$99.5M 0.07%
522,318
+71,463
161
$96.9M 0.07%
1,018,532
-18,176
162
$96.3M 0.07%
2,254,837
-25,889
163
$95.7M 0.06%
2,756,219
-383,717
164
$95.5M 0.06%
205,314
-8,875
165
$94.1M 0.06%
325,613
-2,083
166
$91.5M 0.06%
633,141
-3,810
167
$90.3M 0.06%
2,833,760
+119,612
168
$88.9M 0.06%
1,686,074
-18,053
169
$88.5M 0.06%
584,077
-8,186
170
$87M 0.06%
1,106,697
-140,846
171
$86.3M 0.06%
1,102,344
+99,323
172
$85.1M 0.06%
779,916
+148,240
173
$83.4M 0.06%
2,839,913
-178,194
174
$83.4M 0.06%
723,803
-184,403
175
$82.7M 0.06%
19,314,132
-1,792,429