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
151
$123M 0.05%
612,236
+48,351
152
$122M 0.05%
491,286
+50,763
153
$121M 0.05%
2,266,851
+319,240
154
$119M 0.05%
541,184
-11,143
155
$118M 0.05%
1,463,348
-956
156
$118M 0.05%
1,399,308
+14,066
157
$117M 0.05%
4,042,654
-44,076,885
158
$115M 0.05%
13,967,315
-408,988
159
$108M 0.05%
1,921,718
-84,919
160
$106M 0.05%
1,099,499
+25,009
161
$102M 0.04%
1,063,183
-95,524
162
$101M 0.04%
1,844,423
+25,293
163
$98.4M 0.04%
553,074
-190,699
164
$96.6M 0.04%
1,227,167
+89,846
165
$96.5M 0.04%
3,735,859
+191,611
166
$94.3M 0.04%
6,128,423
-27,261
167
$93.9M 0.04%
803,457
-40,109
168
$93.9M 0.04%
3,160,886
+163,145
169
$91M 0.04%
482,628
-411
170
$90.3M 0.04%
207,180
+84,914
171
$89.9M 0.04%
1,049,644
-2,498,992
172
$89.7M 0.04%
991,108
+2,568
173
$89.6M 0.04%
2,181,824
-111,190
174
$87.7M 0.04%
773,874
-6,891
175
$86.5M 0.04%
2,174,285
-10,968